Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Dorval Dorsey is a financial advisor with over 14 years of experience in the financial services industry. Susan Dorsey is currently registered with Cambridge Investment Research Advisors, Inc. in Massachusetts. Prior to this, Susan Dorsey was registered with LINCOLN FINANCIAL SECURITIES CORPORATION and NEW ENGLAND SECURITIES. Susan Dorsey holds Series 6, 63, and 65 licenses, as well as the SIE exam. Susan Dorsey is a member of the National Notary Association and an Independent Insurance Agent. Susan Dorsey specializes in financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Susan Dorsey has a history of working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
11/29/2017 - Present
Cambridge Investment Research Advisors, Inc. (Leominster MA)
MA
11/10/2003 - 12/21/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (LEOMINSTER MA)
NY
09/11/2003 - 09/23/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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