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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 Callantine is a financial advisor with Morgan Stanley. Susan has been in the industry since 2006 and has worked with a number of firms including Merrill Lynch, Wells Fargo, and Bancwest Investment Services. Susan specializes in working with individuals, high-net-worth individuals, corporations, and other institutions. Susan is registered with the state of California as a Broker-Dealer and an Investment Advisor. Susan offers a variety of financial services including financial planning, portfolio management, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/18/2019 - Present
Morgan Stanley (Stockton CA)
CA
03/20/2018 - 08/24/2019
BANCWEST INVESTMENT SERVICES, INC. (CITRUS HEIGHTS CA)
CA
01/05/2017 - 03/27/2018
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
CA
10/23/2009 - 08/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
CA
02/20/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROSEVILLE CA)
IA
Issued 01/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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