Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Murphy reid has been in the financial services industry since January 27, 2001. Susan is currently registered with MML Investors Services, LLC in both Illinois and Texas. Prior to this, Susan was registered with MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES and PHOENIX EQUITY PLANNING CORPORATION. Susan holds the following securities licenses: Series 6, Series 7, Series 22, Series 63 and Series 65. Susan is also a licensed insurance agent and owns rental properties in Chicago, Illinois. Susan specializes in a variety of investment strategies including asset allocation programs, financial planning, pension consulting and educational seminars. Susan is a member of the financial industry regulatory authority (FINRA).
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.
Asset allocation programs
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.
Solicitors fees
1
2
IL
05/18/2021 - Present
MML Investors Services, LLC (Chicago IL)
IL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Chicago IL)
IL
06/09/2003 - 01/02/2015
NEW ENGLAND SECURITIES (CHICAGO IL)
NA
11/06/1985 - 03/16/1988
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 09/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/05/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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