Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Elizabeth Gress is a registered representative with Bancroft Capital, LLC. Susan has been in the financial services industry since 1985. She has a variety of experience, including working with CFG Capital Markets, LLC and Boenning & Scattergood, Inc. Susan holds the Series 7, 63, 65, 24 and SIE licenses, along with the Series 99TO Operations Professional examination. She is registered in over 20 states as an Investment Advisor Representative and has passed the Uniform Investment Adviser Law Examination. Susan is dedicated to providing her clients with sound financial advice and guidance to meet their financial goals.
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.
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.
1
2
PA
06/06/2018 - Present
Bancroft Capital, LLC (FORT WASHINGTON PA)
PA
06/11/2014 - 06/01/2018
CFG CAPITAL MARKETS, LLC (Ardmore PA)
PA
06/23/2008 - 06/13/2014
BOENNING & SCATTERGOOD, INC. (ARDMORE PA)
PA
02/04/2002 - 06/25/2008
FERRIS, BAKER WATTS INCORPORATED (ARDMORE PA)
PA
05/18/1992 - 02/04/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NC
01/01/1991 - 06/04/1992
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
09/24/1985 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 12/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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