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Susan Renee Koegel

Cetera Advisors LLC

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About Susan Renee Koegel

Susan Koegel is a financial professional with over 30 years of experience in the industry. Susan is currently registered with Cetera Advisors LLC, a financial services firm headquartered in Boca Raton, Florida. Susan's previous experience includes positions with Lincoln Financial Securities Corporation, WMA Securities, Inc., InterSecurities, Inc., and First American National Securities, Inc. Susan is a Series 6 and Series 63 licensed professional. Susan is also a registered representative and investment advisor representative.

Firm Information

Susan Koegel is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Susan Koegel’s Registration & Firm History

FL

10/31/2014 - Present

Cetera Advisors LLC (BOCA RATON FL)

FL

08/16/1995 - 11/06/2014

LINCOLN FINANCIAL SECURITIES CORPORATION (BOCA RATON FL)

GA

06/06/1994 - 06/05/1995

WMA SECURITIES, INC. (DULUTH GA)

FL

03/14/1992 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

GA

07/16/1987 - 01/31/1992

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 03/25/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Renee Koegel.
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