Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Alexandra Pilon is an investment advisor representative with Manning & Napier Advisors, LLC and has been in the industry since 2003. Susan is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 63, Series 65, and Series 66 license. Susan has experience in financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Susan Alexandra Pilon is a CERTIFIED FINANCIAL PLANNER™. Susan is also a President of the Wake Tampa/St. Petersburg organization. Susan's previous employment includes Raymond James & Associates, Inc. and RBC DAIN RAUSCHER INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
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2
NY
06/09/2022 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
FL
02/02/2015 - 07/20/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/06/2007 - 02/24/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/17/2006 - 03/09/2007
RBC DAIN RAUSCHER INC. (ST. PETERSBURG FL)
FL
08/22/2003 - 02/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST. PETERSBURG FL)
MO
07/01/2003 - 07/25/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/11/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 05/24/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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