Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Reed is a financial advisor who has been active in the industry since 1994. Susan has a wide range of experience, having worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. before joining Morgan Stanley. Susan is registered to provide investment advice in 53 states and the District of Columbia. Susan specializes in a variety of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Susan is a dedicated professional who is committed to providing her clients with the highest level of service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
02/20/2020 - Present
Morgan Stanley (Washington DC)
WA
05/28/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT VERON WA)
NY
05/24/1994 - 04/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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