Unclaimed
Suzanne Marie Utech is a financial advisor currently registered with Athene Securities, LLC. Suzanne has been in the financial services industry since December 12, 2010 and has experience with investment company products/variable contracts.
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.
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.
1
2
IA
07/14/2016 - Present
Athene Securities, LLC (WEST DES MOINES IA)
IA
02/23/2010 - 09/25/2015
DIRECTED SERVICES LLC (DES MOINES IA)
BC
Issued 04/05/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Suzanne Utech is the right advisor for you? Invested Better is here to help.