Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Izyk is a financial advisor with Bankers Life Advisory Services, Inc. Susan has been in the industry since 1996 and holds Series 6, 63, and 65 licenses. Susan has experience with a variety of financial products, including life insurance, annuities, and investment products. Susan is committed to providing her clients with personalized financial advice that meets their individual needs. She offers a variety of services, including financial planning, portfolio management, and investment consulting.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
NY
06/29/2022 - Present
Bankers Life Advisory Services, Inc. (Syracuse NY)
NY
08/11/2014 - 12/31/2020
CITIZENS SECURITIES, INC. (FAYETTEVILLE NY)
PA
03/08/2010 - 09/20/2013
METLIFE SECURITIES INC. (PHILADELPHIA PA)
NY
05/16/2006 - 03/01/2010
M&T SECURITIES, INC. (DEWITT NY)
NY
01/01/2005 - 05/02/2006
HSBC SECURITIES (USA) INC. (SYRACUSE NY)
NY
07/01/1996 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
CT
09/24/1987 - 07/27/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 10/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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