Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Whiteside is a financial advisor with over 20 years of experience in the industry. Susan is currently registered with Invesco Distributors, Inc. and has previously been registered with Stifel, Nicolaus & Company, Incorporated, McDonald Investments Inc. and Conseco Equity Sales, Inc.. Susan has a Series 6, 7, and 63 license. She has been in the financial services industry since 2000. Susan is currently licensed in Georgia.
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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2
GA
07/09/2015 - Present
Invesco Distributors, Inc. (ATLANTA GA)
IN
05/16/2005 - 03/25/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
OH
06/13/2002 - 05/17/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IN
09/26/2000 - 06/20/2002
CONSECO EQUITY SALES, INC. (CARMEL IN)
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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