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 a financial advisor with Steward Partners Investment Advisory, LLC, located in Newberg, Oregon. Susan has been in the industry since July 1997 and holds various licenses and certifications including Series 7, 6, 63, 65 and 24. Susan has held previous positions with M Holdings Securities, Inc., M Financial Securities Marketing, Inc., and Nathan & Lewis Securities, Inc. Susan has experience with investment advisory services including financial planning, pension consulting, and portfolio management for individuals.
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.
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2
NY
06/18/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
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 03/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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