Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Brooks Orourke is a financial advisor at Ameriprise Financial Services, LLC, with over 35 years of experience in the financial industry. Susan has a broad range of experience, having worked with various firms throughout her career. Susan is licensed to provide investment advice in numerous states, including New York, California, Colorado, Connecticut, Florida, Georgia, Maine, Massachusetts, Michigan, Minnesota, New Jersey, North Carolina, Pennsylvania, and South Carolina. Susan specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and trusts.
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.
Asset allocation 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.
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2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (Larchmont NY)
NY
11/19/2007 - 06/24/2015
QUESTAR CAPITAL CORPORATION (RYE NY)
NY
05/29/2007 - 10/23/2007
CITIGROUP GLOBAL MARKETS INC. (RYE NY)
NY
02/17/1995 - 05/29/2007
CITICORP INVESTMENT SERVICES (RYE NY)
NA
03/31/1995 - 07/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
06/01/1992 - 12/21/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
11/22/1991 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NJ
08/21/1989 - 10/14/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/10/1987 - 08/29/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
02/19/1986 - 08/29/1987
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 07/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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