Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Barclay is a registered representative and investment advisor representative, licensed in the state of Pennsylvania since 2015. Susan has been in the financial services industry since 2010. Currently, Susan Barclay works with Osaic Institutions, Inc., where she provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. Prior to joining Osaic Institutions, Inc., Susan Barclay worked with MML INVESTORS SERVICES, LLC. Susan Barclay is a Series 6, 7, 63, and 65 licensed representative.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
PA
10/14/2015 - Present
Osaic Institutions, Inc. (Natrona Heights PA)
PA
07/12/2010 - 09/15/2015
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
IA
Issued 08/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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