Suzi Berget White
Edward Jones Associate Financial Advisor - Downtown Bozeman
- Role
- Associate Financial Advisor at Edward Jones
- Location
- Bozeman, MT, US
- LinkedIn followers
- 500 followers
About Suzi Berget White
As an Edward Jones Associate Financial Advisor working alongside veteran Financial Advisor Katie E. Pederson, I believe it\'s essential to invest the time to truly understand what you\'re working toward—before you invest your money. By collaborating closely with you, your CPA, attorney, and other trusted professionals, I help develop financial strategies tailored to meet your For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Associate Financial Advisor
Oct 2025 — Present · Bozeman, MT, US
Education
FINRA Licensing Exam
Series 7 - General Securities Representative Exam
Montana State University-Bozeman
Bachelor of Science, Geology/Earth Science and Minor in Business Administration
1999 — 2001
FINRA Licensing Exam
Series 66 - Uniform Combined State Law Exam
FINRA Licensing Exam
Securities Industry Essentials (SIE) Exam
Montana Insurance Department
Montana Life Insurance Exam
Montana Insurance Department
Montana Health Insurance Exam
Montana Bankers Association
Executive Development Program
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