Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Allen has been in the financial services industry since 1981 and has a strong background in investment advising. Susan is a Certified Financial Planner™ and is currently registered with Great Valley Advisor Group, Inc.. Susan is a licensed Investment Advisor Representative in PA and TX. She has a proven track record of providing personalized financial advice to individuals, families, and businesses. Susan is dedicated to helping her clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
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.
Consulting services
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
PA
12/19/2016 - Present
Great Valley Advisor Group, Inc. (NEWTOWN PA)
PA
12/22/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (NEWTON PA)
PA
09/15/1997 - 12/31/2008
FSC SECURITIES CORPORATION (NEWTOWN PA)
PA
09/03/1981 - 09/16/1997
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 09/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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