Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Ramirez is a financial advisor with Ameriprise Financial Services, LLC. Susan has been in the industry for 26 years and has experience working with high-net-worth individuals, trusts and estates, insurance companies, and charitable organizations. Susan is licensed in multiple states, including Florida, Georgia, Illinois, and Texas. Susan offers a range of services, including financial planning, asset allocation, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
GA
02/04/2008 - Present
Ameriprise Financial Services, LLC (Atlanta GA)
GA
07/31/2008 - 11/30/2010
SECURITIES AMERICA, INC. (SANDY SPRINGS GA)
GA
05/14/2008 - 07/31/2008
SECURITIES AMERICA, INC. (ATLANTA GA)
GA
04/23/2001 - 01/22/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
08/26/1999 - 04/24/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
SC
07/07/1999 - 09/14/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
LA
05/30/1997 - 07/16/1999
HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)
IA
Issued 04/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Ramirez is the right advisor for you? Invested Better is here to help.
