Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Amundson is a financial advisor with Wells Fargo Clearing Services, LLC in Saint Paul, Minnesota. Suzanne has been in the industry since 1990 and has a broad range of experience, including working with individual investors, businesses, and institutions. Suzanne is registered with the state of Minnesota as both a broker-dealer and an investment advisor. This means Suzanne is able to provide clients with a variety of financial services, including investment advice, brokerage services, and financial planning. Suzanne is also a member of the Financial Industry Regulatory Authority (FINRA). Suzanne is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MN
05/13/2022 - Present
Wells Fargo Clearing Services, LLC (SAINT PAUL MN)
MN
05/06/2010 - 05/18/2022
U.S. BANCORP INVESTMENTS, INC. (LITTLE CANADA MN)
MN
08/12/2006 - 10/28/2009
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
MN
10/20/1997 - 08/12/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NA
05/05/1992 - 09/10/1997
DAIN BOSWORTH INCORPORATED
NA
04/18/1989 - 02/20/1992
DAIN BOSWORTH INCORPORATED
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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