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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Renee Seitter is a registered investment advisor representative with Truist Advisory Services, INC. Susan has over 20 years of experience in the financial services industry. Susan is a Series 63, 66, 7 and SIE licensed representative and has been a principal with Series 4, 24, and 53 licenses. Susan has worked in the financial industry with numerous firms including INFINEX INVESTMENTS, INC., WATERFORD INVESTOR SERVICES, INC., COMMUNITY BANKERS SECURITIES, LLC, UVEST FINANCIAL SERVICES GROUP, INC., and DAVENPORT & COMPANY LLC. Susan is registered to offer advisory services in Arkansas and Virginia. Susan specializes in providing investment advisory services to individuals, corporations, other businesses, and charitable organizations. Susan and Truist Advisory Services, INC. may provide financial planning, portfolio management for individuals, corporations, and other businesses, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
09/15/2016 - Present
Truist Advisory Services, Inc. (HENRICO VA)
CT
02/23/2010 - 09/16/2011
INFINEX INVESTMENTS, INC. (MERIDEN CT)
VA
01/04/2010 - 02/24/2010
WATERFORD INVESTOR SERVICES, INC. (MIDLOTHIAN VA)
VA
06/01/2005 - 12/23/2009
COMMUNITY BANKERS SECURITIES, LLC (MIDLOTHIAN VA)
NC
02/07/2004 - 05/31/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
VA
03/28/2000 - 01/16/2004
DAVENPORT & COMPANY LLC (RICHMOND VA)
BOTH
Issued 2/1/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/28/2013
Series 4 - Registered Options Principal Examination
BC
Issued 9/5/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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