Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hechtlinger is a financial advisor at Truist Advisory Services, Inc. located in Charlotte, NC. Susan has been in the financial services industry since 1998. Susan holds the Series 66, Series 99TO, Series 14, and SIE licenses. She is also registered in Georgia and North Carolina. Susan specializes in working with high-net-worth individuals, families, and businesses. Her areas of expertise include financial planning, portfolio management, and investment advice. Susan is committed to providing her clients with personalized advice and service that helps them achieve 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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
05/16/2022 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
12/09/2019 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
01/01/1998 - 03/01/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CA
01/13/1999 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NA
05/12/1997 - 01/01/1998
NATIONSSECURITIES
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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