Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Bernice Coy-kamph is a registered investment advisor representative with Stratos Wealth Partners, Ltd.. Susan has been in the financial services industry since June 11, 2001. Susan holds Series 6, 7 and 66 securities licenses as well as the SIE exam. Susan's previous employers include The Huntington Investment Company, National Planning Corporation and Banc One Securities Corporation. Susan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
03/16/2016 - Present
Stratos Wealth Partners, Ltd. (MINERVA OH)
OH
08/01/2007 - 01/05/2016
THE HUNTINGTON INVESTMENT COMPANY (CANFIELD OH)
PA
11/09/2004 - 08/01/2007
NATIONAL PLANNING CORPORATION (MONROEVILLE PA)
IL
05/25/2001 - 10/22/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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