Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanna? Claim Your ProfileSuzanna Passey is an active investment advisor representative registered with Osaic Wealth, Inc. in Richardson, Texas. Suzanna has been in the industry since 2022 and holds the Series 7TO and SIE exams. Suzanna specializes in providing financial planning, pension consulting, and educational seminars to clients. Suzanna is also an investment advisor representative for Osaic Wealth, Inc., which offers a range of services to individuals, businesses, and institutional clients. Osaic Wealth, Inc. has been in business since 2000 and has over 40,000 clients. The firm manages over $94 billion in assets under 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.
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.
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
04/30/2024 - Present
Osaic Wealth, Inc. (RICHARDSON TX)
BC
Issued 04/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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