Seros Financial, LLC
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About this Advisor
Susan Talbott is an investment advisor located in Tempe, Arizona. Currently an investment advisor at Seros Financial, LLC, they have gathered 18 years of work experience as a financial advisor. Talbott maintains Series 63 and Series 66 licenses, qualifying them as a securities representative. Talbott can serve customers based out of Arizona. During their career, Talbott has held roles at Knowledgetrax, LLC, Metlife Securities Inc, United Planners' Financial Services, Pinnacle Achievement Group LLC, Seros Financial LLC, My 2 Do LLC, Pinnacle Financial Advisors, Susan Talbott Independent Insurance and United Planners/Pinnacle Financial Advisors. Seros Financial, LLC is headquartered in Tempe, Arizona. None of the advisor firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets.
Certifications and Registrations
Years of Experience
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Seros Financial, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Susan Talbott Work History
Susan has 18 years of experience.
Seros Financial LLC
Seros Financial LLC
United Planners' Financial Services
Pinnacle Financial Advisors
Susan Talbott Independent Insurance
United Planners/Pinnacle Financial Advisors
Pinnacle Achievement Group LLC
My 2 Do LLC
Metlife Securities Inc
Susan Talbott has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Seros Financial, LLC