Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanne? Claim Your ProfileSusanne Swanson is a financial advisor who is registered with the state of Ohio as an investment advisor representative. Susanne is affiliated with Fifth Third Securities, Inc. and has been in the financial services industry since 2004. Susanne is also registered as a registered representative with FINRA. Susanne is licensed to sell securities and variable insurance products. She holds Series 6, 7 and 63 licenses and the SIE.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor 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
OH
06/08/2017 - Present
Fifth Third Securities, Inc. (BAINBRIDGE OH)
OH
11/13/2009 - 05/05/2017
PNC INVESTMENTS (RAVENNA OH)
OH
07/27/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (RAVENNA OH)
OH
07/01/2005 - 07/17/2007
INVEST FINANCIAL CORPORATION (STOW OH)
OH
08/27/2004 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
IA
Issued 05/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susanne Swanson is the right advisor for you? Invested Better is here to help.
