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Jennifer Allison Susich

SUN Life Institutional Distributors (u.s.) LLC

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About Jennifer Allison Susich

Jennifer Susich is a financial advisor currently registered with Sun Life Institutional Distributors (u.s.) LLC. Jennifer has been in the financial industry since 2009. Jennifer has passed the Series 66, Series 7, and SIE exams. Jennifer has experience with Sepulveda Distributors LLC and Metlife Securities Inc.

Firm Information

Jennifer Susich is currently registered with SUN Life Institutional Distributors (u.s.) LLC. SUN Life Institutional Distributors (u.s.) LLC is a Limited Liability Company formed in 2013 and is approved to operate in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico. The firm is registered with the SEC and operates as a financial services provider.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jennifer Susich’s Registration & Firm History

CA

12/19/2022 - Present

SUN Life Institutional Distributors (u.s.) LLC (LOS ANGELES CA)

CA

04/29/2014 - 12/02/2022

SEPULVEDA DISTRIBUTORS LLC (LOS ANGELES CA)

CA

03/30/2007 - 06/18/2012

METLIFE SECURITIES INC. (PASADENA CA)

CA

03/30/2007 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 12/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Allison Susich.
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