Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Ann Chipps is a registered investment advisor with Key Investment Services LLC. Susan Ann Chipps has been in the financial services industry since September 19, 2003, and is licensed to provide investment advice in Indiana, Michigan, and Ohio. Susan Ann Chipps is also registered to provide investment advisory services in Indiana. Previously Susan Ann Chipps was associated with LPL Financial LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Susan Ann Chipps has a broad range of experience in the financial services industry. Susan Ann Chipps's primary area of focus is portfolio management for individuals. Susan Ann Chipps is also licensed to provide investment advisory services to high net worth individuals, corporations, other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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IN
07/22/2024 - Present
KEY Investment Services LLC (Fort Wayne IN)
IN
03/01/2024 - 07/26/2024
LPL FINANCIAL LLC (FORT WAYNE IN)
IN
10/01/2012 - 02/28/2023
J.P. MORGAN SECURITIES LLC (Carmel IN)
IN
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FORT WAYNE IN)
IL
08/26/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
FL
03/07/2003 - 08/24/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 12/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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