Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kerr is a financial advisor with LPL Financial LLC in TALLAHASSEE, FL. Susan has been in the industry since 2011 and has experience with Wells Fargo Clearing Services, LLC, Ameriprise Financial Services, Inc., and UBS Financial Services Inc. Susan holds Series 7 and Series 66 licenses.
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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2
FL
08/06/2021 - Present
LPL Financial LLC (TALLAHASSEE FL)
GA
12/21/2020 - 07/22/2021
WORLD EQUITY GROUP, INC. (Bainbridge GA)
FL
08/12/2019 - 12/03/2020
MML INVESTORS SERVICES, LLC (TALLAHASSEE FL)
FL
03/17/2017 - 04/12/2018
LPL FINANCIAL LLC (TALLAHASSEE FL)
OH
07/22/2016 - 01/06/2017
WELLS FARGO CLEARING SERVICES, LLC (DAYTON OH)
OH
06/23/2010 - 09/07/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Dayton OH)
OH
10/23/2008 - 05/13/2009
UBS FINANCIAL SERVICES INC. (DAYTON OH)
BOTH
Issued 12/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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