Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanne? Claim Your ProfileSusanne Theresa Zito is a registered representative with LPL Financial LLC in Sacramento, CA. Susanne has over 30 years of experience in the financial services industry and is dedicated to helping her clients achieve their financial goals. Susanne is a highly qualified advisor with a wide range of experience in financial planning, investment management, and retirement planning. Susanne holds Series 7, Series 63, and Series 65 licenses. Susanne is also a Registered Principal of LPL Financial LLC. Susanne is committed to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/02/2015 - Present
LPL Financial LLC (SACRAMENTO CA)
CA
10/01/2012 - 10/07/2015
J.P. MORGAN SECURITIES LLC (SACRAMENTO CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SACRAMENTO CA)
CA
07/08/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (CARMICHAEL CA)
NC
09/19/2007 - 07/17/2008
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
CA
10/17/2005 - 09/13/2007
XCU CAPITAL CORPORATION, INC. (SACRAMENTO CA)
CA
05/02/2001 - 09/07/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
12/09/1993 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
AR
08/30/1990 - 12/01/1993
STEPHENS INC. (LITTLE ROCK AR)
NY
05/02/1988 - 07/24/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/08/1985 - 08/11/1986
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 03/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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