Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Orr is a financial advisor with over 30 years of experience in the financial services industry. Susan is currently registered with Wells Fargo Clearing Services, LLC. She has been with the firm since 2016. Susan is also registered with the Securities Investor Protection Corporation (SIPC). Previously, Susan was employed by A. G. EDWARDS & SONS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Susan holds the Series 7, Series 63, and Series 65 licenses. She is also a Registered Representative and a Registered Investment Advisor.
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.
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.
Investment consulting services to institutional clients
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.
1
2
IL
01/10/2011 - Present
Wells Fargo Clearing Services, LLC (DEERFIELD IL)
IL
04/23/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SKOKIE IL)
NY
12/18/1984 - 04/28/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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