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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 Martin is a financial advisor with Cetera Investment Advisers LLC. Susan has been in the industry since 1999 and holds the Series 7 and Series 66 licenses. Susan is a Certified Financial Planner and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Susan has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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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VA
08/10/2023 - Present
Cetera Investment Advisers LLC (NORFOLK VA)
VA
10/17/2003 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NORFOLK VA)
MO
06/15/2002 - 10/07/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
10/01/1999 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
07/28/1999 - 10/05/1999
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 8/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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