Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanna? Claim Your ProfileSusanna Joiner Schlangen is a financial advisor with over 25 years of experience in the industry. She is currently registered with Charles Schwab & Co., Inc. and is located in Phoenix, Arizona. Prior to that, Susanna was also registered with TD Ameritrade, Inc., Geneos Wealth Management, Inc., and several other firms.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
07/12/2018 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NE
07/27/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
TX
01/30/2017 - 06/18/2018
GENEOS WEALTH MANAGEMENT, INC. (KATY TX)
TX
04/08/2014 - 02/01/2016
PURSHE KAPLAN STERLING INVESTMENTS (DALLAS TX)
TX
02/10/2011 - 04/08/2014
ARGENTUS SECURITIES, LLC (DALLAS TX)
TX
06/12/2007 - 10/21/2010
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
AZ
05/01/2006 - 05/04/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
10/31/2005 - 05/05/2006
AIG FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/10/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
05/20/2002 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
05/20/2002 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
NY
02/24/1997 - 05/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 5/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
N
Nasdaq Stock Market
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