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 Paolo is a financial advisor at Raymond James & Associates, Inc. She has been in the financial services industry since 2007 and is licensed to sell securities in 13 states. Susan has experience in a number of areas, including financial planning, portfolio management, and pension consulting. Susan has held positions with various financial institutions, including Wells Fargo Advisors LLC and Edward Jones.
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.
Please see note in schedule d - miscellaneous
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
OH
09/11/2023 - Present
Raymond James & Associates, Inc. (BEACHWOOD OH)
OH
08/21/2012 - 09/08/2023
WELLS FARGO CLEARING SERVICES, LLC (ASHTABULA OH)
OH
09/03/2009 - 08/21/2012
EDWARD JONES (CHARDON OH)
OH
05/25/1993 - 03/08/1995
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
FL
01/06/1993 - 05/25/1993
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BOTH
Issued 09/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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