Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Powers is a financial advisor in ST. LOUIS, MO, with over 16 years of experience in the industry. Susan is currently registered with Osaic Wealth, Inc. Susan is a Series 66 and Series 7 licensed professional. Susan has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Susan also provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
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2
MO
11/18/2022 - Present
Osaic Wealth, Inc. (ST. LOUIS MO)
AZ
02/10/2016 - 10/14/2022
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
MO
05/19/2014 - 12/03/2015
LPL FINANCIAL LLC (TOWN & COUNTRY MO)
MO
02/13/2013 - 05/27/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST LOUIS MO)
MO
03/10/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TOWN AND COUNTRY MO)
MA
11/04/2002 - 11/07/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 04/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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