Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hanneman is a financial advisor with over 20 years of experience in the industry. She has held licenses with both the Broker-Dealer and Investment Advisor licenses in many states and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Susan has a wide range of experience in investment management, including portfolio management for individuals and businesses, and pension consulting. She is dedicated to providing personalized financial advice to help clients achieve their financial goals. Susan has a strong understanding of the financial markets and is committed to providing clients with the highest level of service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
05/02/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
WA
06/16/2008 - 04/01/2010
ING FINANCIAL PARTNERS, INC. (KIRKLAND WA)
WI
07/01/2006 - 12/17/2007
J.P. MORGAN SECURITIES INC. (MILWAUKEE WI)
WI
08/28/2003 - 07/01/2006
BANC ONE SECURITIES CORPORATION (MILWAUKEE WI)
IL
10/04/2000 - 06/11/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
03/18/1999 - 08/04/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 12/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/5/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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