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 Lee is a registered representative with Fidelity Brokerage Services LLC, having joined the firm in August of 2004. Susan has experience in the financial services industry, having begun her career on August 11, 2004. Susan holds Series 7 and Series 63 securities licenses, as well as the SIE. Susan is licensed in 53 states, and holds registrations with FINRA and several SROs.
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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NH
08/12/2004 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 08/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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