Susan Wasserman is a ChFC-designated registered investment advisor, based in St. Petersburg, FL, with 14 years of industry experience.
Location
5800 4th Street N, St. Petersburg, FL, 33707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is a CPA and sole proprietor for tax preparation/accounting since 1980, and President of Yoga Flow Inc. since 2007. She also manages rental properties, sells life insurance and variable annuities through Avantax, and co-owns an insurance agency.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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