Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Bentkowski is a financial advisor with Ameriprise Financial Services, LLC. Susan has been in the financial services industry since 1997. Susan has a Series 7, Series 63 and Series 65. Susan is registered with FINRA and the state of Florida. Susan is also registered as an investment advisor representative in the state of Texas. Susan provides financial planning, asset allocation services, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Susan is a member of Ameriprise Financial Services, LLC and its branch office locations are in Clearwater, Florida and Safety Harbor, Florida.
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.
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2
FL
12/02/2014 - Present
Ameriprise Financial Services, LLC (CLEARWATER FL)
FL
06/05/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CLEARWATER FL)
NY
01/17/1997 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
12/05/1996 - 12/13/1996
NEXTRADE (CLEARWATER FL)
IA
Issued 08/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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