Unclaimed
Susan Mydlach is a financial professional with experience in the financial services industry. Susan has held positions with several firms, including Campbell Financial Services, Inc., DEAM Investor Services, Inc., and PMA Securities, Inc. Susan currently holds a position as a registered representative with Sanford C. Bernstein & CO., LLC. Susan has a broad background in financial services, including experience with the General Securities Representative Examination and the Securities Industry Essentials Examination.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d, miscellaneous
1
2
IL
07/23/2010 - Present
Sanford C. Bernstein & CO., LLC (CHICAGO IL)
MD
09/19/2007 - 05/08/2009
CAMPBELL FINANCIAL SERVICES, INC. (BALTIMORE MD)
NY
01/31/2005 - 06/07/2007
DEAM INVESTOR SERVICES, INC. (NEW YORK NY)
IL
08/05/2003 - 10/09/2003
PMA SECURITIES, INC. (NAPERVILLE IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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