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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Flanagan is a financial advisor with Fidelity Personal and Workplace Advisors. Susan has been in the industry since 2006 and is licensed in both New York and Texas. Susan has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and educational seminars. Susan also holds the Series 6, 7, 10, 24, 51, 63, and 66 licenses. Previously, Susan was an advisor with AllianceBernstein Investments, Inc. Susan is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
1
2
NY
11/30/2023 - Present
Fidelity Personal AND Workplace Advisors (SCARSDALE NY)
NY
05/08/2006 - 08/02/2022
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
BOTH
Issued 05/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/12/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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