Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Claire Taradeina is a financial professional with over 23 years of experience in the industry. Susan has a wide range of experience, having worked with LPL Financial LLC, UVEST Financial Services Group, Inc., Webster Investment Services, Inc., and Liberty Securities Corporation. Susan is currently registered with Osaic Institutions, Inc. Susan is licensed to provide financial advice in Connecticut.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
10/16/2023 - Present
Osaic Institutions, Inc. (Plainville CT)
CT
10/11/2011 - 10/18/2023
LPL FINANCIAL LLC (PLAINVILLE CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (PLAINVILLE CT)
CT
01/01/2002 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (NEW BRITAIN CT)
CT
07/15/1999 - 07/21/2000
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
NY
11/25/1998 - 07/15/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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