Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Zimmerman is an investment advisor representative at Boston Financial Management LLC. Susan has been in the industry since April 2003 and is registered with the state of Massachusetts. Susan holds a Series 65 license. Susan specializes in financial planning, portfolio management for businesses, and portfolio management for 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.
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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MA
02/01/2016 - Present
Boston Financial Management LLC (BOSTON MA)
IA
Issued 01/29/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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