Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Whetstone is a financial professional with over 15 years of experience in the financial services industry. Susan is currently registered with Clarendon Insurance Agency, Inc. Susan is Series 6, 63, and SIE licensed. She has previously held positions with CETERA INVESTMENT SERVICES LLC, MORGAN KEEGAN & COMPANY, INC., and CHASE INVESTMENT SERVICES CORP.
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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2
IN
08/03/2024 - Present
Clarendon Insurance Agency, Inc. (Zionsville IN)
MN
09/20/2013 - 12/02/2014
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TN
04/29/2011 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IN
07/25/2005 - 03/22/2010
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
BC
Issued 07/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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