Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Stack is a financial advisor with LPL Financial LLC in Louisville, KY. Susan has been in the financial industry since 2004 and is registered with the state of Kentucky. Susan has a variety of experience in the industry, having worked with multiple firms and in various roles. Susan holds the Series 6, 63, and 65 licenses. Susan Stack specializes in providing financial planning and investment advice to individuals, families, and small businesses. Susan is committed to helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
KY
11/23/2022 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
11/28/2016 - 12/21/2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Louisville KY)
KY
08/04/2004 - 11/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (LOUISVILLE KY)
IN
08/04/2004 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/21/2004 - 07/27/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 09/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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