Susan Schreiner (CRD# 4969527) is an Investment Advisor Representative working at Schreiner Financial Solutions in Aberdeen, WA and has over 20 years of experience in the finance industry. Susan Schreiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4679086
G. A. Repple & Company
CRD# 3211952
Edward Jones
CRD# 5377753
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grays Harbor College | Aberdeen, WA | Aug 2019 - Current | 4 |
| Schreiner Financial Solutions | Aberdeen, WA | Apr 2003 - Current | 21 |
| H&r Block | Aberdeen, WA | Nov 2021 - Jan 2023 | 1 |
| Pittsburg State University | Pittsburg, KS | Sep 2010 - Aug 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2004 |
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Financial planning services
- Educational seminars/workshops
WA
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