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 Naso is an Investment Advisor Representative associated with Orion Portfolio Solutions, LLC. Susanne has been in the financial industry since 2000 and has a wide range of experience, specializing in portfolio management for businesses, individuals, pooled investment vehicles, and pension consulting. Susanne has held previous roles with TD Ameritrade, Inc., TD Wealth Management Services Inc., and Haverford Trust Securities, Inc. Susanne is registered with the state of Nebraska as an investment advisor representative and is also registered with the state of Massachusetts as a broker.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
05/12/2010 - 02/25/2019
TD AMERITRADE, INC. (OMAHA NE)
PA
01/08/2009 - 04/12/2010
TD WEALTH MANAGEMENT SERVICES INC. (PHILADELPHIA PA)
PA
05/18/2005 - 03/31/2008
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
PA
11/15/2000 - 04/14/2005
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
IA
Issued 02/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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