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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 Gibo is a financial advisor at Mercer Global Advisors Inc. Susanne has been in the industry for over 20 years and has a strong track record of success. Susanne has a Series 7TO, Series 66, and SIE licenses. Susanne has worked at TD Ameritrade, Inc. and Eli Lilly and Company before joining Mercer Global Advisors Inc. Susanne is a Registered Investment Advisor in Arizona, California, Hawaii, Louisiana, New Mexico and Texas. Susanne specializes in investment advisory services, financial planning, pension consulting, estate planning, tax return preparation, and consultation. Susanne also provides services to individuals, corporations, and charitable organizations.
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.
Trust services, estate planning, tax return preparation, consultation
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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AZ
02/22/2023 - Present
Mercer Global Advisors Inc. (Scottsdale AZ)
AZ
08/20/2019 - 12/02/2019
TD AMERITRADE, INC. (SCOTTSDALE AZ)
BOTH
Issued 09/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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