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 Pevac is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Susan has been in the financial services industry since 2006 and has experience with multiple firms including Edward Jones, Stifel, Nicolaus & Company, Incorporated and First Allied Securities, Inc. Susan is licensed to provide financial services in multiple states including Florida, Kentucky, Ohio, Pennsylvania, Texas, and West Virginia. Susan specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for both businesses and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
11/03/2020 - Present
Cambridge Investment Research Advisors, Inc. (Steubenville OH)
OH
02/26/2018 - 11/03/2020
FIRST ALLIED SECURITIES, INC. (STEUBENVILLE OH)
MO
12/18/2017 - 01/30/2018
EDWARD JONES (ST. LOUIS MO)
OH
03/10/2009 - 12/01/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOARDMAN OH)
OH
07/27/2006 - 03/10/2009
BUTLER, WICK & CO., INC. (STEUBENVILLE OH)
BOTH
Issued 04/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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