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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Ross Susi is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH. Eric has been in the financial services industry for over 20 years and has a deep understanding of the needs of individual investors and families. He has a Series 6, Series 63, and Series 65 license. Eric also has experience working with individuals, corporations, and trusts. Eric is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Previously, Eric has worked with NYLIFE SECURITIES INC. in New York, NY and CBIZ FINANCIAL SOLUTIONS, INC. in Cleveland, OH.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
11/01/2018 - Present
Stratos Wealth Advisors LLC (Dublin OH)
OH
11/13/2003 - 12/19/2006
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
NY
02/11/2003 - 05/13/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
01/23/1995 - 09/12/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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