Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Witte is a financial advisor with over 30 years of experience in the industry. Susan holds Series 6, 7, 26, 63 and 65 licenses, and is registered with LPL Enterprise, LLC. Susan has worked with a number of firms throughout her career, including The Leaders Group, Inc., Lincoln Financial Advisors Corporation, Hartford Funds Distributors, LLC, PFM Fund Distributors, Inc., BANC of America Investment Services, Inc., BNY Investment Center Inc., and Dreyfus Service Corporation. Susan has a wide range of experience, including financial planning, portfolio management, and educational seminars. Susan specializes in providing consulting and other non-discretionary advisory services, and her firm, LPL Enterprise, LLC, is a registered investment advisor with a diverse clientele.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/22/2025 - Present
LPL Enterprise, LLC (MARLTON NJ)
CO
09/25/2014 - 05/11/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
NJ
01/24/2014 - 07/03/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
PA
04/10/2013 - 12/09/2013
HARTFORD FUNDS DISTRIBUTORS, LLC (RADNOR PA)
PA
06/15/2010 - 04/01/2013
PFM FUND DISTRIBUTORS, INC. (PHILADELPHIA PA)
NJ
11/17/2004 - 09/04/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (HADDONFIELD NJ)
NY
10/17/2003 - 11/03/2004
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
07/30/1991 - 10/01/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
03/07/1990 - 12/21/1990
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 08/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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