Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lacy is a financial advisor currently with Osaic Wealth, Inc. Susan has been in the industry since 2007. Susan holds Series 6, 7, 63 and 66 securities licenses. Susan's current registration is in Pennsylvania. Susan has worked for Woodbury Financial Services, Inc., MML Investors Services, Inc. and Ameriprise Financial Services, Inc. in the past. Susan's specialties include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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
DE
01/19/2024 - Present
Osaic Wealth, Inc. (HOCKESSIN DE)
MN
12/10/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
PA
10/10/2007 - 12/31/2009
MML INVESTORS SERVICES, INC. (BALA CYNWYD PA)
PA
02/07/2007 - 04/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
BC
Issued 11/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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