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 Godbee is a financial advisor with Raymond James Financial Services Advisors, Inc., in Atlanta, Georgia. Susan has been in the financial services industry since 2016. Susan holds Series 66, Series 7 and SIE securities licenses. Susan has a proven track record of providing financial advice to individuals, businesses, and institutions. Susan specializes in financial planning, portfolio management, and pension consulting. Susan has experience working with high net worth individuals, corporations, insurance companies, and pension and profit-sharing plans. In addition to Susan's role at Raymond James, Susan is also an Associate/Employee at Pinnacle Bank/Pinnacle Financial Partners.
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
GA
03/23/2020 - Present
Raymond James Financial Services Advisors, Inc. (Atlanta GA)
GA
06/21/2016 - 12/23/2019
SYNOVUS SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 09/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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