Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Daileader is a financial advisor with LPL Financial LLC. Susan has been in the financial services industry since 1999. Susan has a Series 7, Series 52, and Series 63 license. Susan is also a Certified Financial Planner. Susan has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Susan's goal is to help clients achieve their financial goals. Susan works out of the Braintree, MA office of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
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MA
10/08/2008 - Present
LPL Financial LLC (BRAINTREE MA)
NY
09/08/2004 - 12/06/2005
IFMG SECURITIES, INC. (PURCHASE NY)
MA
04/23/1999 - 10/11/2002
FIS SECURITIES, INC. (BOSTON MA)
BC
Issued 07/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1986
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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