Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanna? Claim Your ProfileSusanna Denney is a financial advisor with Osaic Wealth, Inc., a registered investment advisor. Susanna has over 28 years of experience in the financial services industry and holds Series 7, 24, 63 and 65 licenses as well as the SIE. She is registered with the state of Missouri. Susanna's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars. Osaic Wealth, Inc. is a registered investment advisor that offers a wide range of services to individuals, businesses, and institutional clients. The firm has over 437,000 client accounts and manages over $94 billion in assets.
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.
1
2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
MO
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (Kansas City MO)
MN
01/20/1997 - 01/07/1998
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
FL
07/06/1994 - 02/21/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
03/17/1994 - 07/11/1994
WALL STREET INVESTOR SERVICES (NEW YORK NY)
IA
Issued 06/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susanna Denney is the right advisor for you? Invested Better is here to help.
