Suzanne Wagner is a registered investment advisor, based in Powell, OH, with 12 years of industry experience.
Location
Powell, OH
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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
Suzanne is a business manager for Oak Creek Landscape Construction, spending about 10-20% of her time managing bookkeeping and paperwork. She also works as an insurance agent for Patterson Turner Greco Wealth Advisors LLC, providing insurance support to advisors on the team and dedicating a few hours per week.
Employment History
Current Registrations
World Investments, LLC
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.