Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Dinardo is a financial advisor with Key Investment Services LLC, where has been employed since February 2010. Susan holds Series 7, 99TO, SIE, and 63 securities licenses as well as a Series 27 principal exam. Susan's background in financial services dates back to 1981. Prior to joining Key Investment Services LLC, Susan held various roles at KEYBANC CAPITAL MARKETS INC., KEY INVESTMENTS INC., KEY CLEARING CORP., KEY BROKERAGE COMPANY, INC., SOCIETY INVESTMENTS, INC., BROOKS SECURITIES, INCORPORATED, and THOMSON MCKINNON SECURITIES INC. Susan specializes in retirement and financial planning for individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/10/2010 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
05/14/1999 - 12/31/2008
KEYBANC CAPITAL MARKETS INC. (BROOKLYN OH)
OH
06/26/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
OH
04/20/1995 - 06/24/1997
KEY CLEARING CORP. (BROOKLYN OH)
OH
03/03/1995 - 03/13/1995
KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)
NA
05/04/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
NA
04/20/1992 - 01/11/1993
BROOKS SECURITIES, INCORPORATED
NA
03/18/1987 - 01/28/1992
BROOKS SECURITIES, INCORPORATED
NA
06/23/1981 - 04/29/1987
THOMSON MCKINNON SECURITIES INC.
BC
Issued 11/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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