Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Friedeberg is a financial advisor currently registered with Citigroup Global Markets Inc. Susan has been in the financial services industry since 2010. Susan holds Series 7, Series 31, Series 66 and SIE licenses. Susan has been a registered representative of Citigroup Global Markets Inc. since 2015. Prior to that, Susan was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Deutsche Bank Securities Inc. and UBS Financial Services Inc. Susan has a total of 53 state registrations, 16 SRO registrations and 1 FINRA registration. Susan has experience working with high-net-worth individuals, charitable organizations, corporations and individuals. Susan provides financial planning, asset allocation advice, selection of other advisors, publication of periodicals, and portfolio management for businesses and individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/24/2015 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
05/20/2010 - 11/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
02/24/2010 - 05/20/2010
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
FL
01/11/2010 - 03/03/2010
UBS FINANCIAL SERVICES INC. (AVENTURA FL)
BOTH
Issued 05/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 01/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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