Unclaimed
Susan Elizabeth Donnellon is a financial professional with over 6 years of experience in the industry. Susan currently works with Augustar Distributors, Inc. in Cincinnati, Ohio. Susan has previously worked at AIG Capital Services, Inc. in Woodland Hills, California and Ohio National Equities, Inc. in Cincinnati, Ohio. Susan has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6) and the Uniform Securities Agent State Law Examination (Series 63). Susan is registered to offer securities in Ohio.
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.
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.
1
2
OH
06/23/2023 - Present
Augustar Distributors, Inc. (CINCINNATI OH)
CA
11/12/2018 - 09/01/2022
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
OH
12/22/2016 - 09/19/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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