Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Beagle has been in the financial services industry since August 2002. Susan is currently a registered representative at Fidelity Personal AND Workplace Advisors, a firm she has been with since September 2021. Susan has been licensed in Massachusetts and Rhode Island since November 2021. Susan holds Series 6, 7, 9, 10, 63, and 66 licenses. Susan has experience at Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Susan is a financial advisor that can provide investment management for individuals and businesses, and financial planning services.
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.
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
RI
10/18/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
11/30/2016 - 09/17/2021
CITIZENS SECURITIES, INC. (QUINCY MA)
MA
10/23/2009 - 07/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (QUINCY MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HINGHAM MA)
NY
01/25/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 03/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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