Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanne? Claim Your ProfileSusanne Hartenstine is an investment advisor representative at Fidelity Personal And Workplace Advisors. Susanne has been in the financial industry for over 7 years. She is registered with the state of California and Texas. Susanne holds the Series 66, Series 7, Series 99TO, Series 10, and SIE licenses. Susanne is also a licensed advisor in 25 other states and specializes in working with individuals, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. Fidelity Personal And Workplace Advisors is a registered investment advisor with the SEC and manages over $818 billion in assets. Fidelity Personal And Workplace Advisors offers a variety of services, including financial planning, portfolio management for individuals and businesses, 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.
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.
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
07/17/2023 - Present
Fidelity Personal AND Workplace Advisors (SANTA BARBARA CA)
MO
02/18/2021 - 04/27/2023
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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