Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Wagner is an investment advisor representative with World Investment Advisors, LLC. Suzanne has been in the financial services industry since 2012 and has held previous roles with Raymond James Financial Services, Inc., Ameriprise Financial Services, LLC, CUSO Financial Services, L.P., and Princor Financial Services Corporation. Suzanne holds licenses for Series 7, Series 66 and SIE exams. Suzanne specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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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2
FL
06/28/2024 - Present
World Investment Advisors, LLC (Bradenton FL)
OH
06/04/2021 - 07/25/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbus OH)
OH
08/21/2018 - 06/07/2021
AMERIPRISE FINANCIAL SERVICES, LLC (DUBLIN OH)
OH
03/23/2015 - 09/08/2017
CUSO FINANCIAL SERVICES, L.P. (COLUMBUS OH)
OH
04/16/2014 - 08/28/2014
PRINCOR FINANCIAL SERVICES CORPORATION (COLUMBUS OH)
OH
06/14/2012 - 02/19/2014
COMMONWEALTH FINANCIAL NETWORK (COLUMBUS OH)
BOTH
Issued 11/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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