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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sussette? Claim Your ProfileSussette Ramirez Rosselet is a registered investment advisor representative for Eagle Strategies LLC. Sussette joined the firm in January 2012 and is based out of their El Paso, TX branch office. Sussette has over 25 years of experience in the financial services industry and holds Series 6, 7, 24, 26, 53, and 63 securities licenses. Sussette specializes in portfolio management for individuals and businesses, financial planning, pension consulting and publication of periodicals.
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.
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.
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TX
01/10/2012 - Present
Eagle Strategies LLC (EL PASO TX)
BC
Issued 05/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/10/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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