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 Schieding is an investment advisor representative with World Investment Advisors, LLC. Susan has been in the financial services industry since August 1994. She has a Series 6, 7, and 63 license as well as a Series 65 license. Susan specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. She has extensive experience in providing financial planning services and selection of other advisors. Susan is registered with the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Iowa, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Vermont.
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.
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.
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2
MA
06/28/2024 - Present
World Investment Advisors, LLC (Danvers MA)
MA
12/16/2019 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLYMOUTH MA)
MA
09/06/2016 - 12/17/2019
RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)
MA
08/06/2009 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
09/19/2005 - 07/30/2009
THOMAS WEISEL PARTNERS LLC (BOSTON MA)
NJ
06/11/1997 - 10/06/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
04/19/1996 - 05/19/1997
1784 INVESTOR SERVICES, INC. (BOSTON MA)
MA
05/31/1995 - 02/09/1996
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NY
05/23/1994 - 06/06/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 06/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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