Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Campion is a financial advisor registered with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. Susan has been in the financial services industry since 1999 and is active in both the broker-dealer and investment advisor capacity. Susan's services include financial planning, portfolio management for businesses and individuals, and selection of other advisors. Susan is registered in 15 states and has passed the Series 6, 7, 63, 65, and SIE exams.
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.
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.
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2
SC
05/18/2017 - Present
First Citizens Investor Services, Inc. (Greenville SC)
SC
05/30/2012 - 01/04/2016
FIRST CITIZENS SECURITIES CORPORATION (GREENVILLE SC)
SC
11/14/2002 - 06/01/2012
WELLS FARGO ADVISORS, LLC (NEWBERRY SC)
MD
03/08/2001 - 11/07/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
10/01/2000 - 03/07/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/21/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 02/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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