Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Benton is an investment advisor representative with Benjamin F. Edwards & Company, Inc. Susan has been in the industry since 2004 and holds the Series 6, 7, and 63 licenses. Susan specializes in financial planning and portfolio management for individuals and businesses. Susan also provides pension consulting and educational seminars. Susan has been registered in 26 states.
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
NE
09/18/2020 - Present
Benjamin F. Edwards & Company, Inc. (Lincoln NE)
NE
04/17/2009 - 09/29/2020
RBC CAPITAL MARKETS, LLC (LINCOLN NE)
NE
01/01/2008 - 04/20/2009
WACHOVIA SECURITIES, LLC (LINCOLN NE)
NE
10/27/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LINCOLN NE)
IL
03/19/2004 - 09/30/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 03/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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