Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Rena Boekeloo is a financial advisor who has been in the industry since 1989. Susan is registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2015. Prior to this, Susan worked at SWS Financial Services, INC. and Southwest Securities, Inc. Susan has a wide range of experience in the financial industry, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Susan offers a variety of financial services, including financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NM
04/08/2015 - Present
Raymond James Financial Services Advisors, Inc. (Albuquerque NM)
NM
02/11/2010 - 04/07/2015
SWS FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
NM
03/21/1989 - 02/04/2010
SOUTHWEST SECURITIES, INC. (ALBUQUERQUE NM)
IA
Issued 06/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Boekeloo is the right advisor for you? Invested Better is here to help.
