Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Beverly Kasser is a financial advisor with Neuberger Berman BD LLC. Susan has been working in the financial services industry since 1999. Susan has a series 7, Series 63, and SIE license and is registered to provide investment advice in Colorado, New Jersey, New York, and Texas. Susan is a Chartered Financial Analyst and is also a member of the Board of Directors of Vail Health.
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.
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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.
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CO
05/22/2020 - Present
Neuberger Berman BD LLC (Avon CO)
NY
02/09/1999 - 02/04/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 03/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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