Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Wordinger is a financial professional with over 18 years of experience in the industry. Susan is registered with Lincoln Investment and is licensed to provide financial advice in Pennsylvania. She has a strong track record of success in helping individuals and families achieve their financial goals. Susan is committed to providing personalized service and building long-term relationships with her clients. She is a highly qualified professional with a deep understanding of the financial markets. She is also a strong advocate for her clients and is always looking out for their best interests.
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.
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.
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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PA
03/29/2005 - Present
Lincoln Investment (Fort Washington PA)
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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