Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Natale is an investment advisor representative registered with Ameriprise Financial Services, LLC. Susan has been in the financial services industry for 11 years. Previously, Susan was associated with RAYMOND JAMES & ASSOCIATES, INC.. Susan has passed the Series 7 and SIE exams. Susan is located in Springfield, MA and has a branch office at 1414 Main St Ste 1800, Springfield, MA. Susan's current employer, Ameriprise Financial Services, LLC, is based in Minneapolis, MN. Ameriprise Financial Services, LLC has approximately $1 billion - $10 billion in assets under management. Ameriprise Financial Services, LLC provides 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.
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
MA
05/03/2018 - Present
Ameriprise Financial Services, LLC (Springfield MA)
MA
09/22/2016 - 04/24/2018
RAYMOND JAMES & ASSOCIATES, INC. (SPRINGFIELD MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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