Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Feitelberg is a financial advisor with over 30 years of experience in the industry. Susan is currently registered with Morgan Stanley in New York. Susan has also been previously registered with Morgan Stanley & Co. Incorporated, Chase Investment Services Corp., Citicorp Investment Services, Financial Horizons Securities Corporation, and MML Investors Services, Inc. Susan holds multiple licenses including Series 6, 7, 24, 31, 63, and 65 and provides various financial services including portfolio management for individuals, businesses, and investment companies, asset allocation advice, financial planning, pension consulting, and educational seminars.
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
NY
03/17/2022 - Present
Morgan Stanley (New York NY)
NY
09/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
07/30/1997 - 09/08/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/29/1993 - 07/21/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
06/01/1993 - 07/13/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
MA
01/13/1992 - 03/05/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1992
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
Not sure Susan Feitelberg is the right advisor for you? Invested Better is here to help.
