Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lennon is a financial professional with over 20 years of experience in the industry. Susan is a registered representative with LPL Financial LLC, working from the Commerce, Texas branch. Susan holds Series 63 and 65 licenses as well as Series 7 and SIE exams. Previously, she was registered with Raymond James Financial Services, Inc. and BSC Securities L.C. Susan has experience working with individuals, corporations, charitable organizations, and investment clubs, and offers financial planning, pension consulting, portfolio management, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
05/01/2013 - Present
LPL Financial LLC (COMMERCE TX)
TX
12/15/2005 - 05/03/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENVILLE TX)
TX
07/24/2003 - 12/15/2005
BSC SECURITIES L.C. (LONGVIEW TX)
IA
Issued 09/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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