Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Elaine Boehmer is a financial advisor with over 30 years of experience in the industry. Susan began her career in 1993 and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1995. Susan has a wide range of experience and holds several licenses and certifications, including the Series 7, 24, 63, and 66. Susan is registered to provide investment advice in multiple states, including Michigan, Ohio, and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
12/03/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DEARBORN MI)
MI
04/22/1993 - 05/18/1995
J.W. KORTH & COMPANY (LANSING MI)
BOTH
Issued 10/16/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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