Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Skolnik is a financial advisor with over 40 years of experience in the industry. She currently is registered with Osaic Wealth, Inc. in California, Pennsylvania, and Washington. Susan has worked for a number of other financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Brookstreet Securities Corporation. Susan is also a business consultant and has provided these services since 1981. Susan has held a variety of licenses and certifications, including the Series 63, 66, 7, 1, 24, 39, and SIE exams. She holds specializations in a variety of financial areas. She has extensive experience working with a wide range of clients, including high net worth individuals, corporations, charitable organizations, and individuals.
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.
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.
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2
CA
11/30/2016 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
11/15/2000 - 06/27/2007
BROOKSTREET SECURITIES CORPORATION (SAN DIEGO CA)
NY
05/09/2000 - 11/14/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
10/24/1985 - 02/02/1999
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
03/04/1985 - 02/25/1988
VENTURE FUNDING
NA
06/17/1982 - 03/20/1985
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
12/19/1981 - 03/23/1982
FIRST AFFILIATED SECURITIES, INC.
NA
03/30/1981 - 08/05/1981
NEEDCO PROGRAMS, INC.
NA
01/15/1980 - 08/28/1980
SIERRA-VANDERBILT CORPORATION
BOTH
Issued 03/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1987
Series 24 - General Securities Principal Examination
BC
Issued 08/02/1982
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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