Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hoyt is a registered investment advisor with over 20 years of experience in the financial services industry. Susan is currently registered with Cuso Financial Services, LP and holds Series 6, 63, and 65 licenses, as well as the SIE exam. Susan has a history of working with various firms including Valic Financial Advisors, Inc., Sunamerica Capital Services, Inc., Independent Financial Group, LLC and LPL Financial Corporation. Her career spans multiple financial services specialties and she currently specializes in portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/28/2016 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
01/06/2014 - 03/24/2016
VALIC FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
CA
09/05/2013 - 01/06/2014
SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
CA
02/01/2012 - 07/25/2013
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
11/16/2010 - 12/16/2011
NATIONAL PLANNING CORPORATION (SANTA MONICA CA)
CA
12/06/1994 - 03/24/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
IA
Issued 07/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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