Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanna? Claim Your ProfileSusanna Walsh is an Investment Advisor Representative with Ranch Capital Advisors Inc. Susanna has been in the financial services industry since August 2019. Susanna has Series 65 registration and is registered as an Investment Advisor Representative in Florida and Texas. Susanna is active in the industry and is currently employed with Ranch Capital Advisors Inc. and provides financial planning and advisory consulting 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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
Financial coaching service
1
2
FL
11/04/2021 - Present
Ranch Capital Advisors Inc. (SARASOTA FL)
IA
Issued 10/08/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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