Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susannah? Claim Your ProfileSusannah Emami is an investment advisor representative at Capital Group Private Client Services, Inc. in Los Angeles, CA. Susannah has been in the industry since at least 2013. Prior to joining Capital Group Private Client Services, Inc., Susannah worked at Sanford C. Bernstein & Co., LLC, also in Los Angeles, CA. Susannah holds Series 7, Series 31, Series 63, and Series 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
CA
05/15/2017 - 10/02/2019
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
BC
Issued 09/01/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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