ADVISOR BIO

Susanna Bracke has been in the financial services industry since December 2003. Susanna is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since April 2018. Prior to that, Susanna worked for UBS Financial Services Inc. and Citigroup Global Markets Inc. Susanna provides investment consulting services to institutional clients, in addition to financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Susanna Lea mah Wong is a financial advisor with over 20 years of experience in the industry. Susanna has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Susanna is currently registered with J.P. Morgan Securities LLC and holds a number of industry certifications. Susanna is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Susannah O'Toole is a financial advisor with Morgan Stanley. Susannah has been in the financial industry since 2008 and is registered in 55 states and jurisdictions, including California, Texas, and New York. Susannah holds Series 7, Series 66, and SIE licenses and is a member of FINRA. Susannah has a strong background in providing financial advice and portfolio management services to individuals, businesses, and institutions. Susannah is passionate about helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial guidance.

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ADVISOR BIO

Susannah Emami is an investment advisor representative at Capital Group Private Client Services, Inc. in Los Angeles, CA. Susannah has been in the industry since at least 2013. Prior to joining Capital Group Private Client Services, Inc., Susannah worked at Sanford C. Bernstein & Co., LLC, also in Los Angeles, CA. Susannah holds Series 7, Series 31, Series 63, and Series 65 licenses.

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ADVISOR BIO

Susannah Elizabeth Harrison is a financial advisor currently registered with Planmember Securities Corp. in Carpinteria, California. Susannah has been in the financial services industry since 2014 and holds the Series 66, Series 7, and SIE licenses. Susannah also holds the Certified Financial Planner designation. Susannah is a financial services specialist and provides investment supervisory services through her other business, Independent Capital Management.

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ADVISOR BIO

Susanne Costantini is an investment advisor representative with J.P. Morgan Securities LLC, a broker-dealer with a focus on providing portfolio management services to individuals and businesses. Susanne has been in the industry since 2018. Susanne is licensed in California and has been associated with J.P. Morgan Securities LLC since July 2019. Prior to joining J.P. Morgan Securities LLC, Susanne worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Susanne Cullen is an investment advisor representative registered with Kelsey Financial, LLC in California. Susanne Cullen has been in the industry since 2006 and specializes in portfolio management for individuals and businesses. Susanne Cullen also provides financial planning, pension consulting, and educational seminars.

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Susanne Hartenstine is an investment advisor representative at Fidelity Personal And Workplace Advisors. Susanne has been in the financial industry for over 7 years. She is registered with the state of California and Texas. Susanne holds the Series 66, Series 7, Series 99TO, Series 10, and SIE licenses. Susanne is also a licensed advisor in 25 other states and specializes in working with individuals, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. Fidelity Personal And Workplace Advisors is a registered investment advisor with the SEC and manages over $818 billion in assets. Fidelity Personal And Workplace Advisors offers a variety of services, including financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Susanne Theresa Zito is a registered representative with LPL Financial LLC in Sacramento, CA. Susanne has over 30 years of experience in the financial services industry and is dedicated to helping her clients achieve their financial goals. Susanne is a highly qualified advisor with a wide range of experience in financial planning, investment management, and retirement planning. Susanne holds Series 7, Series 63, and Series 65 licenses. Susanne is also a Registered Principal of LPL Financial LLC. Susanne is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Susan Sui Kam is a financial advisor with over 20 years of experience in the industry. Susan Sui Kam is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. Susan Sui Kam has experience working with individual investors, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Susan Sui Kam has also held previous positions with BANC of AMERICA INVESTMENT SERVICES, INC. and CITIZENS INVESTMENT SECURITIES, INC. Susan Sui Kam holds multiple licenses, including Series 6, 7, 63, and 66. Susan Sui Kam is a dedicated and experienced advisor with a strong track record of helping clients achieve their financial goals.

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