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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Farris is a financial advisor at CIBC Private Wealth Advisors, Inc. Susan has over 20 years of experience in the financial services industry. Prior to joining CIBC Private Wealth Management in 2014, Susan worked at Goldman, Sachs & Co. for 8 years. Susan has a broad range of experience in portfolio management and financial planning. Susan holds the Chartered Financial Analyst (CFA) designation and is a Series 3, 9, 10, 17, 52, and 63 licensed. Susan is currently registered in Connecticut, Florida, Illinois, Massachusetts, and New Hampshire.
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.
Strategic management for diversified investment portfolios.
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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.
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.
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MA
12/07/2021 - Present
Cibc Private Wealth Advisors, Inc. (Boston MA)
NY
03/08/1999 - 10/10/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/25/2005
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/27/1999
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1999
Series 17 - Limited Registered Representative Examination
Active
Inactive
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