Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Burnett is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with more than 27,000 registered representatives and $1.27 trillion in regulatory assets under management. Susan Burnett has over 16 years of experience in the financial services industry. Susan Burnett has been registered with FINRA since 2001. Susan Burnett is also registered as an investment advisor representative in the state of California. Susan Burnett is a Series 7, Series 66 and SIE licensed professional. Susan Burnett has experience serving individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, and insurance companies. Susan Burnett also has experience serving clients with a variety of needs including portfolio management, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/24/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PASADENA CA)
CA
05/01/2007 - 07/19/2017
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
CA
03/02/2001 - 01/11/2007
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
BOTH
Issued 03/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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