Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Mellon is a financial advisor with over 20 years of experience in the financial services industry. Susan is currently registered with Alps Distributors, Inc. in West Palm Beach, FL. Susan has previously held positions with several other firms, including AMG Distributors, Inc., Foreside Funds Distributors LLC, Aston Funds Distributors, Inc., and CNA Investor Services, Inc. Susan holds Series 7 and Series 63 securities licenses.
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
FL
10/16/2017 - Present
Alps Distributors, Inc. (West Palm Beach FL)
CT
10/14/2016 - 12/31/2016
AMG DISTRIBUTORS, INC. (STAMFORD CT)
IL
01/05/2007 - 09/30/2016
FORESIDE FUNDS DISTRIBUTORS LLC (CHICAGO IL)
IL
11/03/2004 - 12/31/2006
ASTON FUNDS DISTRIBUTORS, INC. (CHICAGO IL)
NY
07/26/2000 - 05/11/2004
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 09/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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