Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanne? Claim Your ProfileSusanne Marie Kullen is a financial advisor with Secure Asset Management, LLC. Susanne has been in the industry since 2014. Susanne holds several licenses, including the Series 6, 7, 24, 51, 63 and 65, and provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Susanne also serves as a member of BRSK Management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor for 3rd party money managers
1
2
MI
02/06/2024 - Present
Secure Asset Management, LLC (Troy MI)
MI
08/10/2023 - 02/05/2024
CETERA ADVISOR NETWORKS LLC (Southfield MI)
MI
09/24/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
01/24/2014 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (Farmington Hills MI)
IA
Issued 10/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/29/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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