Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Nottingham is a financial advisor with Steward Partners Investment Advisory, LLC. Susan is a registered investment advisor in Texas and Virginia, and has been active in the industry since 1994. Susan has a wide range of experience, including working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Susan is also experienced in financial planning, portfolio management, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/07/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
VA
05/06/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Norfolk VA)
VA
11/10/2005 - 05/07/2020
WELLS FARGO CLEARING SERVICES, LLC (NORFOLK VA)
MD
12/08/1998 - 11/22/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
01/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
09/14/1994 - 01/01/1998
NATIONSSECURITIES
IA
Issued 10/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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