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SF

Susan E. Felton

SATURNA BROKERAGE SERVICES,
BELLINGHAM, WA 98225-4730
Some features on this profile are disabled
CRD#: 6851087
SF

Professional summary


Susan Ella Felton, who also goes by Susan Ella Johnson, is a registered financial professional currently at SATURNA BROKERAGE SERVICES, INC located in Bellingham, Washington.

Susan is registered as a RR (Registered Representative) and started their career in finance in 2017. Susan has worked at 1 firm and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan Ella Johnson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Susan Ella Felton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 12, 2017 - Present

SATURNA BROKERAGE SERVICES, INC

Office #1: 1300 N. State Street, Bellingham, WA 98225-4730Office #2: 1300 N. State St., Bellingham, WA 98225
BD
CRD#: 18437
BELLINGHAM, WA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Washington
(1/18/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/18/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SB
SATURNA BROKERAGE SERVICES, INC
INVESTORS NATIONAL CORPORATION | SATURNA BROKERAGE SERVICES, INC | INVESTORS NORTHWEST, INC.

CRD#: 18437 / SEC#: , 8-36558

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1300 N. State Street, Bellingham, WA 98225-4730
Mailing Address
1300 N. State Street, Bellingham, WA 98225-4730
Phone number
(360) 734-1266
Established
Washington since 07/21/1986
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SATURNA CAPITAL CORPORATION100% OWNER
CARTEN, JANE KAISERDIRECTOR2929087
CARTEN, JANE KAISERCEO AND PRESIDENT2929087
FANKHAUSER, CHRISTOPHER REEDCOO2857015
FANKHAUSER, CHRISTOPHER REEDDIRECTOR2857015
HANNA, KALEN MARTINCFO5710886
HANNA, KALEN MARTINTREASURER5710886
HANNA, KALEN MARTINDIRECTOR5710886
STEWART, JACOB ANDREWCCO AND AML OFFICER5456089

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SATURNA BROKERAGE SERVICES, INC

CRD#: 18437Bellingham, WA 98225-4730

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