Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Winkelmann is a financial advisor with First Command Advisory Services. Suzanne has been in the financial services industry since 1998. Suzanne has a Series 7, Series 63, and Series 66 licenses, and is registered to provide financial advice in California, Oklahoma, Pennsylvania, and Texas. Suzanne has experience in both financial planning and portfolio management. Suzanne specializes in working with high-net-worth individuals and families.
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.
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
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
RI
06/29/1998 - 04/17/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 11/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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