Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Poetz is a financial professional with over 17 years of experience in the industry. Susan is a registered representative and investment advisor representative, and she holds the Series 6, Series 26, and Series 63 licenses. Susan is currently employed by First Trust Portfolios LP.
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.
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.
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IL
01/16/2006 - Present
First Trust Portfolios LP (WHEATON IL)
BC
Issued 01/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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