Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Provencher is an investment advisor representative associated with Steward Partners Investment Advisory, LLC. Susan has been in the financial services industry for over 25 years. She is licensed in Oregon and has held previous roles with M Financial Group, M Holdings Securities, Inc., M Financial Securities Marketing, Inc., and Steward Partners Investment Solutions, LLC.
Newberg, OR
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
OR
06/18/2024 - Present
Steward Partners Investment Advisory, LLC (Newberg OR)
OR
02/15/2017 - 09/13/2021
M FINANCIAL SECURITIES MARKETING, INC. (PORTLAND OR)
OR
04/07/2000 - 09/13/2021
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
NY
07/01/1998 - 01/31/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
AZ
09/15/1997 - 07/07/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 3/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 7/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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