Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Shandra is a financial professional with over 25 years of experience in the industry. Susan is currently registered with Kovack Securities Inc. in Jupiter, Florida. Susan has held previous positions with New Horizons Asset Management Group, LLC, Summit Brokerage Services, Inc., Mutual Service Corporation, and LINSCO/Private Ledger Corp. Susan holds FINRA Series 6, 7, 24, 63 and 65 licenses. Susan has also passed the SIE Exam. Susan is registered with the state securities regulators in Alabama, Arizona, California, Connecticut, Florida, Georgia, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Virginia.
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.
1
2
FL
11/25/2015 - Present
Kovack Securities Inc. (JUPITER FL)
NY
08/01/2011 - 12/01/2015
NEW HORIZONS ASSET MANAGEMENT GROUP, LLC (NEWBURGH NY)
FL
08/05/2009 - 07/22/2011
SUMMIT BROKERAGE SERVICES, INC. (STUART FL)
FL
01/04/2005 - 08/06/2009
MUTUAL SERVICE CORPORATION (STUART FL)
NY
11/24/2003 - 10/29/2004
NEW HORIZONS ASSET MANAGEMENT GROUP, LLC (NEWBURGH NY)
SC
05/08/2003 - 07/07/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MD
03/05/2002 - 03/24/2003
M&T SECURITIES, INC. (BALTIMORE MD)
MA
08/29/1996 - 03/06/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 09/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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