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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanne? Claim Your ProfileSusanne Cullen is an investment advisor representative registered with Kelsey Financial, LLC in California. Susanne Cullen has been in the industry since 2006 and specializes in portfolio management for individuals and businesses. Susanne Cullen also provides financial planning, pension consulting, and educational seminars.
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.
Variable annuity sub-account fee-based management & alternative investment fee-based mgmt & held away mgmt-directed brokerage
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.
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CA
04/26/2022 - Present
Kelsey Financial, LLC (MOORPARK CA)
Active
Inactive
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