Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Theobald is a financial advisor with over 10 years of experience in the industry. Susan is registered with Calamos Financial Services LLC in IL and has Series 63, 65, 7 and SIE licenses. Prior to joining Calamos Financial Services LLC, Susan worked at NORTHERN TRUST SECURITIES, INC., where she was registered as an investment advisor in IL. Susan has a strong background in financial planning and investment management.
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.
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.
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IL
05/17/2017 - Present
Calamos Financial Services LLC (NAPERVILLE IL)
IL
12/10/2007 - 05/11/2017
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BC
Issued 02/23/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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