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Security Service Investment Group
Home > Investments > Contact > Serna

Susanne Serna

Senior Financial Consultant

After earning her Master's Degree from Our Lady of the Lake University in 1998, Sue began to use her education and experience as a financial advisor. Joining SSIG in 2002, she continues to be motivated by client relationships and works closely with each person to identify, plan, and understand their financial goals. She professionally directs and advises new clients and seasoned investors alike with an understanding style. Whether you're looking for retirement, education, asset allocation, or insurance assistance, as a registered securities and insurance representative, Sue will develop a plan that fits your individual needs.

Outside the office, Sue is an avid tennis player, Spurs fan, and enjoys cycling, golf, photography, travel, and spending time with her family and friends.


Contact information:

Hwy 90 Service Center
7323 Highway 90 West
San Antonio, TX 78227

Southwest Military Service Center (Available on Wednesdays)
7382 Barlite
San Antonio, Texas 78224

210-476-4774 (main)
210-476-4521 (direct)
210-476-4522 (fax)
Susanne.Serna@Primevest.com

Securities and Insurance provided by PrimeVest® Financial Services, Inc. PrimeVest® Financial Services is an independent, registered broker/dealer and registered investment advisor. Member SIPC/FINRA.

Securities and Insurance Products:
Not NCUSIF-Insured • Not Insured by any Federal
Government Agency Not Financial Institution Guarantee •
May Lose Value • Not a Deposit

Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

View PrimeVest privacy policy and other important information

 
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