Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Letourneau-toland is an Investment Advisor Representative and has been working in the financial services industry for over 35 years. Susan is registered with Wells Fargo Clearing Services, LLC, where she provides investment advice to individuals, businesses and institutions. Previously, Susan was an advisor at A. G. EDWARDS & SONS, INC. and NATIONAL SECURITIES CORPORATION. Susan holds Series 6, 7, 22, 63 and 65 licenses, as well as the SIE exam, Susan specializes in portfolio management, financial planning, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
06/04/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
02/06/1990 - 01/01/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
01/02/1989 - 02/15/1990
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CT
05/11/1987 - 01/10/1989
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 05/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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