Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Holt is a financial advisor with Cetera Investment Advisers LLC, a firm that provides investment advisory services to a wide range of clients. Suzanne has been in the financial services industry for over 25 years and holds the Series 6, 7, 63, 65 and SIE licenses. Suzanne also holds the Certified Financial Planner designation. Prior to joining Cetera Investment Advisers LLC, Suzanne worked at Ameriprise Financial Services, LLC, IDS Life Insurance Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Suzanne is a co-owner of Rohlik Financial Group LLC. Suzanne is committed to providing her clients with personalized financial advice and investment strategies.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (Minneapolis MN)
MN
03/12/2021 - 03/23/2023
REGULUS FINANCIAL GROUP, LLC (Minneapolis MN)
MN
05/09/2018 - 02/18/2021
AMERIPRISE FINANCIAL SERVICES, LLC (COON RAPIDS MN)
MN
03/19/2004 - 01/29/2018
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE ELMO MN)
MN
03/19/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
09/27/2000 - 02/10/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
06/25/1997 - 08/08/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/02/1996 - 02/04/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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