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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Baxter is a financial advisor with Cetera Investment Advisers LLC. Suzanne has been in the industry since 1992 and holds licenses in Oklahoma and Texas. Suzanne has experience working with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Suzanne offers a variety of services, including financial planning, portfolio management, and educational seminars.
OKLAHOMA CITY, OK
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
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (OKLAHOMA CITY OK)
MN
09/03/1996 - 03/02/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
09/13/1994 - 09/10/1996
CENTURY INVESTMENT GROUP INCORPORATED (SAN DIEGO CA)
NA
10/07/1993 - 05/24/1994
PAS, INC.
MD
12/22/1992 - 10/01/1993
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NY
11/14/1991 - 01/06/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 2/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/8/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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