Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanna? Claim Your ProfileSusanna Magdalena Sackett is a registered representative of Robert W. Baird & Co. Inc., with over 15 years of experience in the financial services industry. Susanna has held a variety of roles in the industry, including positions at McAdams Wright Ragen, Inc. Susanna is a Series 7, Series 24, Series 31, Series 4, Series 52, Series 53, and Series 65 licensed professional. She has a strong track record of providing investment advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
11/15/2007 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
BC
Issued 05/25/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2014
Series 4 - Registered Options Principal Examination
BC
Issued 11/04/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Susanna Sackett is the right advisor for you? Invested Better is here to help.
