Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Adams Genest is a financial professional with over 5 years of experience in the financial services industry. She is currently a registered representative with MFS Fund Distributors, Inc. Her professional experience includes positions with Fidelity Investments Institutional Services Company, Inc. Susan has a strong background in financial markets and investment strategies, demonstrated by her passing of the General Securities Principal Examination (Series 24), General Securities Representative Examination (Series 7), and the Securities Industry Essentials Examination (SIE). Susan is committed to providing her clients with comprehensive financial advice and guidance.
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.
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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2
MA
09/25/2019 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
RI
03/31/2014 - 09/26/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 05/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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