Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lombardo is a financial advisor with LPL Financial LLC in Columbus, Georgia. Susan has been in the financial services industry since April 1996. Susan has a diverse background in financial services, having previously worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Susan has a strong commitment to helping clients achieve their financial goals, and she is a CERTIFIED FINANCIAL PLANNER™ professional. Susan is licensed in 17 states.
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.
Consulting and other non-discretionary advisory services
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.
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2
GA
11/11/2021 - Present
LPL Financial LLC (COLUMBUS GA)
GA
04/24/2009 - 06/18/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (COLUMBUS GA)
GA
07/09/2003 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS GA)
MO
06/15/2002 - 06/06/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
04/16/1996 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 05/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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