Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Love is a registered investment advisor with Morgan Stanley. Susan has been in the financial industry since 1998 and has worked at several firms in the past, including RBC Capital Markets and U.S. Bancorp Investments. Susan is currently registered with the Financial Industry Regulatory Authority (FINRA) and the state of Washington. She is also registered with the Investment Adviser Association (IAA). Susan has passed several industry exams, including the Series 7, 6, 63, 66, and 26. She specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, corporations, and investment companies. Susan is committed to providing her clients with personalized financial advice that helps 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
06/06/2018 - Present
Morgan Stanley (Vancouver WA)
OR
06/21/1999 - 05/03/2017
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
MN
03/20/1998 - 05/28/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BOTH
Issued 06/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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