Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Udoni is a financial advisor with Osaic Wealth, Inc., located in Waupaca, Wisconsin. Suzanne has over 20 years of experience in the financial services industry. Suzanne is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in multiple states. Suzanne specializes in financial planning, portfolio management, and insurance sales. Suzanne also has experience in tax preparation and accounting services. Suzanne is a member of the ThedaCare Waupaca Board of Directors.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (WAUPACA WI)
WI
11/08/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FOND DU LAC WI)
WI
10/08/2012 - 11/10/2016
VOYA FINANCIAL ADVISORS, INC. (WAUPACA WI)
WI
07/01/2008 - 10/09/2012
WOODBURY FINANCIAL SERVICES, INC. (WAUPACA WI)
WI
07/25/2007 - 07/11/2008
UVEST FINANCIAL SERVICES GROUP, INC. (WAUPACA WI)
WI
10/01/2002 - 07/24/2007
VISION INVESTMENT SERVICES, INC. (WAUPACA WI)
BOTH
Issued 10/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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