Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Boehmer is a financial advisor with over 30 years of experience in the industry. Susan currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. where she has been registered as a broker since 1995. Susan is licensed in multiple states, including Michigan, Ohio, and Texas. Susan is a registered investment advisor and holds both Series 65 and Series 66 licenses. Susan is dedicated to providing clients with personalized financial advice, and she has a proven track record of success. Susan is experienced in working with a variety of clients, including high net worth individuals, corporations, and institutions. Susan is committed to providing her clients with the highest level of service and expertise.
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 9/5/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/7/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/21/1993
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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