Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Dick is a financial advisor with over 25 years of experience in the industry. Susan is currently registered with Raymond James Financial Services Advisors, Inc., where she is a Financial Advisor and branch manager. Previously, Susan worked with Dominion Investor Services, Inc. Susan has a wide range of experience in various areas of financial services including financial planning, portfolio management, and business ownership. Susan has a strong track record of providing personalized financial advice to her clients and helping them achieve their financial goals.
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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OK
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (BARTLESVILLE OK)
OK
11/18/1997 - 08/17/2007
DOMINION INVESTOR SERVICES, INC. (BARTLESVILLE OK)
BOTH
Issued 11/24/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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