I'm Susan Andrea Rezin (ChFC®)

A Senior Broker, an Investment Adviser, an Expert Trader, a Crypto Analyst, and a Financial Consultant

Susan Andrea Rezin
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Susan Andrea Rezin

Susan Andrea Rezin (ChFC®)

I'm a passionate Fiduciary Financial Consultant

Hello, I'm Susan Andrea Rezin, an America professional financial consultant and expert trader. I currently work with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD# 7691). Find me on Twitter and LinkedIn.

Over the past decades, I have helped five financial institutions become one of the largest money managers in the world. I have helped more than one thousand individuals and families achieve their financial goals.

I'm a professional investment adviser and a top-notch broker. I'm also an active professional trader with over 30 trading platforms.

  • Email : Susan@SusanRezin.com
  • Job : Financial Consultant

EXAMINATIONS

Series 7 - General Securities Representative Examination

General Industry/Products Exam

Feb 1, 2003

Series 66 - Uniform Combined State Law Examination

State Securities Law Exam

Jul 1, 2003

SIE - Securities Industry Essentials Examination

General Industry/Products Exam

Oct 1, 2018

Work Experience

17+ working as a broker and investment adviser

WELLS FARGO INVESTMENTS, LLC (CRD#:10582)

Investment Adviser & Broker

2003 - 2011 (7 years)

WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)

Investment Adviser & Broker

2011 - Present ( 9 year)

Broker Registrations

Self-Regulatory Organizations(SRO)

Cboe BYX Exchange, Inc.
100%
Cboe BZX Exchange, Inc.
100%
Cboe EDGA Exchange, Inc.
100%
Cboe EDGX Exchange, Inc.
100%
Cboe Exchange, Inc.
100%
FINRA
100%
Investors' Exchange LLC
100%
Nasdaq PHLX LLC
100%
Nasdaq Stock Market
100%
New York Stock Exchange
100%

How I Work

Planning & Research

I do a lot of planning and extensive research before I start up any trade, investment or financial adventure. These two keywords have been the bedrock of my success over the years

Analysis & Strategy

Analysing your market based on the high/low index is the next step to follow through before going on any trade. Always develop the right strategy to trade with before investing in a market.

Testing & Review

Before going all in, I test my strategy with demo accounts or starting small. This gives me feedback with data to review and decide if I'm sticking to a particular strategy or not.

Trading without restrictions!

Once you've gone through these processes and developed your unique trading strategy, you're good to go. Remember, There's always need to review incase your strategy falls through.

Hobbies & Interests

Cinema

Music

Traveling

Sports

Painting

Reading

Happy Client

1251+

Award Won

15

Cup of Coffee

1000+

Project Completed

1251+

Testimonials

What my clients say about me.

Get in touch

I’d love to trade with you!

Call: +16782186408

Whatsapp: +16782186408

Check the background of Susan Andrea Rezin on FINRA's BrokerCheck