Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Dahlgren is a financial advisor associated with Raymond James & Associates, Inc. Susan has been in the financial services industry since April 11, 1997, and has a strong background in providing financial planning and investment management services. Susan is a registered representative with FINRA and holds Series 7, Series 63, and SIE licenses. She has worked with a variety of clients, including individuals, corporations, and retirement plans. Susan has extensive experience in providing financial advice to individuals, families, and businesses. Susan is committed to providing her clients with the highest level of personalized service and helping them achieve their financial goals.
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
ID
10/06/2021 - Present
Raymond James & Associates, Inc. (Eagle ID)
ID
08/11/2004 - 09/23/2021
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
FL
05/28/2003 - 07/21/2004
INVESTACORP, INC. (MIAMI FL)
SC
02/20/1997 - 05/08/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 07/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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