Total Financial Services Professional offering a vast range of financial tools to meet your objectives. These tools range from Long-Term care and Life Insurance, to Real Estate Investment Trusts, CD's. Mutual Funds, And Annuities.
Financial Adviser in Oklahoma City, OK
Susan E Penney began her career in the financial industry 30 years ago, in 1984. Susan attended the University of Oklahoma, majoring in Business Administration with an emphasis in Finance. She started her career with First Investors Corp dealing primarily with mutual funds. During her career with First Investors, Susan managed a group of ten registered representatives and taught NASD and sales training classes. Additionally, she earned her Certified Financial Planner (CFP) designation and was awarded Agent of the Year in 1992 In 1996, Susan left the mutual fund/ insurance side of the business to deal more with the true “investment side” of the business, dealing primarily stocks and bonds. During her 30 year career Susan has been associated with Principal Financial Group, Merrill Lynch, and Prudential Securities later Wachovia Securities and ultimately Wells Fargo Advisors. Susan founded Penney Wise Wealth Advisors, an independent financial services firm in 2010. Penney Wise assists clients in meeting their financial goals, through various strategies, by offering an array of different products depending on each client’s financial goals. Susan is a Registered Investment Advisor (RIA) and is a Licensed Insurance Agent.
- Bonds & Fixed Income
- Business Planning
- Education Savings
- Estate Planning
- Life Insurance
- Mutual Funds
- Options & Futures
- Retirement Planning
- Risk Management
- Tax Advantaged Investments
Certified Financial Planner Certificant
Susan E. Penney is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. Penney Wise Wealth Advisors, LLC is not affiliated with Kovack Securities, Inc. / Kovack Advisors, Inc. Penney Wise wealth Advisors, LLC is located 10900 Hefner Pointe Drive, Suite 302. Oklahoma City, Ok. 73120. 405-418/7629.