Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Howland is a financial advisor with Charles Schwab & Co., Inc., located in Boise, ID. Susan has been in the industry since 2014 and holds a Series 6, 7, 24, 26, 51 and 66 license. Susan has previously worked with TD Ameritrade, Inc., Northwestern Mutual Investment Services, LLC and Foresters Financial Services, Inc. Susan is registered in 9 states.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
ID
01/30/2022 - Present
Charles Schwab & CO., Inc. (Boise ID)
VA
08/12/2021 - 12/31/2023
TD AMERITRADE, INC. (GLEN ALLEN VA)
VA
10/16/2019 - 07/28/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
VA
07/21/2014 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
BOTH
Issued 11/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/09/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/08/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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