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. Taylor has been an active investment advisor representative since 1986. Susan has a wide range of experience in the financial industry, having worked with several firms including VOYA Financial Advisors, Inc., Royal Alliance Associates, Inc., and Davenport-Dukes Financial Services, Inc., before joining Cetera Investment Advisers LLC in 2023. Susan holds the Series 6, Series 7, and Series 63 licenses.
VIRGINIA BEACH, VA
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIRGINIA BEACH VA)
VA
04/09/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (VIRGINIA BEACH VA)
VA
05/19/1997 - 04/24/2007
ROYAL ALLIANCE ASSOCIATES, INC. (NEWPORT NEWS VA)
NA
03/22/1995 - 05/19/1997
DAVENPORT-DUKES FINANCIAL SERVICES, INC.
AZ
11/19/1989 - 03/22/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/28/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NJ
02/05/1986 - 01/28/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 2/4/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 2/4/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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