Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan E. Hoover is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 20 years of experience in the financial services industry. Susan is licensed to provide financial advice in 27 states and holds multiple licenses including Series 7, 63, and 65. Susan's expertise includes financial planning, portfolio management, and retirement planning. Susan works with a variety of clients, including individuals, families, businesses, and retirement plans. Susan is committed to providing personalized financial advice to help her clients 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
11/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (WATSEKA IL)
IA
Issued 06/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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