Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hoesly is a financial advisor who is currently registered with Verit Advisors Capital Markets LLC. Susan has been in the financial services industry since 2017. Susan has a Series 63, Series 79, and SIE license and is currently registered to conduct business in Illinois. Susan has previously worked at William Blair and Lazard Middle Market LLC.
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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IL
09/08/2021 - Present
Verit Advisors Capital Markets LLC (CHICAGO IL)
IL
05/12/2020 - 06/07/2021
WILLIAM BLAIR (CHICAGO IL)
IL
08/15/2017 - 04/06/2020
LAZARD MIDDLE MARKET LLC (CHICAGO IL)
BC
Issued 08/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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