Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanna? Claim Your ProfileSusanna Elisabeth Wohlford is a financial advisor at Raymond James Financial Services Advisors, Inc. Susanna has been in the financial industry since February 2020. Susanna has a Series 7TO, Series 66, and SIE license. Susanna holds registrations in Colorado and Texas. Susanna works with individuals, high-net-worth individuals, corporations, trusts, pensions, and charitable organizations. Susanna also provides financial planning 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
07/13/2021 - Present
Raymond James Financial Services Advisors, Inc. (Westminster CO)
BOTH
Issued 03/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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