Unclaimed
Susan Christine Haight is a licensed advisor associated with Raymond James & Associates, Inc. Susan has been in the financial services industry since January 30, 2023. Susan is licensed to offer investment advice and sell securities. Susan is registered to offer investment advice in FL. Susan passed the Securities Industry Essentials Examination (SIE) on October 25, 2022 and the Operations Professional Examination (Series 99TO) on January 30, 2023.
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.
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.
Please see note in schedule d - miscellaneous
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
FL
01/30/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 01/30/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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