Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Orange is a financial advisor with Raymond James & Associates, Inc. in St. Petersburg, FL. Susan Orange has been in the industry since 2004 and is registered in Ohio and Virginia. Susan Orange has been registered with UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC in the past. Susan Orange has a series 7, 63 and 65 license. Susan Orange is also a notary public. Susan Orange is known to be a strong advocate for the financial success of her clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/12/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
OH
07/10/2008 - 03/30/2017
WELLS FARGO CLEARING SERVICES, LLC (PEPPER PIKE OH)
OH
01/01/2004 - 07/24/2008
UBS FINANCIAL SERVICES INC. (CLEVELAND OH)
IA
Issued 11/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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