Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Melia is a financial professional with over 10 years of experience in the financial services industry. Susan is currently registered with Empower Financial Services, Inc. and holds a Series 63, Series 6TO, and Series SIE licenses. Susan has previously held positions at Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and Putnam Retail Management Limited Partnership.
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.
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.
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2
CO
06/17/2020 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
MA
01/01/2008 - 01/13/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
01/15/2008 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
MA
10/28/1994 - 03/31/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 09/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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