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Susan Shaffer Trammel

Missionsquare Retirement

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About Susan Shaffer Trammel

Susan Trammel is a financial advisor registered with Missionsquare Retirement. Susan is a veteran in the financial services industry with a proven track record of success. She is dedicated to providing personalized financial advice to individuals and businesses. Susan is committed to building long-lasting relationships with clients and helping them achieve their financial goals.

Firm Information

Susan Trammel is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Susan Trammel’s Registration & Firm History

DC

03/16/2021 - Present

Missionsquare Retirement (WASHINGTON DC)

MN

06/18/2020 - 02/17/2021

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

NJ

06/18/2001 - 01/18/2002

E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)

MN

03/13/1998 - 10/08/1999

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NA

10/08/1996 - 02/20/1998

DAIN RAUSCHER INCORPORATED

MN

04/21/1994 - 01/02/1996

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

NA

08/05/1988 - 08/29/1988

DAIN BOSWORTH INCORPORATED

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Licenses & Designations

BOTH

Issued 09/14/2020

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/06/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2020

Series 24 - General Securities Principal Examination

BC

Issued 06/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/12/2020

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Shaffer Trammel.
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