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 Peterson is a registered Investment Advisor Representative with Pathstone. Susan has been in the financial services industry since 1987. Susan holds the Series 6, 7, and 63 licenses. Susan is also a Chartered Financial Analyst. Susan has worked at Cornerstone Advisors Inc and Pathstone. Susan specializes in portfolio management for individuals, investment companies, pooled investment vehicles, businesses, and financial planning.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
11/12/2020 - Present
Pathstone (ENGLEWOOD NJ)
NA
11/23/1988 - 03/04/1993
LANEY & COMPANY
NA
05/11/1987 - 08/03/1987
EQUICO SECURITIES, INC.
NA
05/11/1987 - 08/03/1987
EQUITABLE VARIABLE LIFE INSURANCE COMPANY
NA
05/11/1987 - 07/31/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 05/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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