Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanna? Claim Your ProfileSusanna Nieto is a financial advisor with over five years of experience in the financial services industry. Susanna is a Certified Financial Planner and holds Series 7, 9, 10, 63, and 65 licenses. Susanna specializes in providing financial planning and portfolio management services to individuals, corporations, and high-net-worth clients. Susanna is currently employed by Citizens Securities, Inc. and is registered to provide investment advice in Arizona, Florida, Maine, Michigan, New Hampshire, New Jersey, Rhode Island, South Carolina and Texas. Prior to joining Citizens Securities, Inc., Susanna worked at MissionSquare Investment Services and Fidelity Brokerage Services LLC. Susanna is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee 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.
A percentage of the total value of assets under management is charged.
1
2
MA
12/12/2023 - Present
Citizens Securities, Inc. (EAST BOSTON MA)
DC
09/23/2022 - 04/18/2023
MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)
NJ
04/05/2018 - 09/09/2022
FIDELITY BROKERAGE SERVICES LLC (WAYNE NJ)
IA
Issued 06/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susanna Nieto is the right advisor for you? Invested Better is here to help.
