Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Forman is a financial advisor with over 30 years of experience in the industry. Susan works with clients in Ridgewood, NJ through her affiliation with Kestra Advisory Services, LLC. Susan holds several professional designations including the Certified Financial Planner designation. Susan is registered with both FINRA and the state of New Jersey. Susan also holds the Series 63, Series 7, and SIE licenses. Susan focuses on providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
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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NJ
04/26/2016 - Present
Kestra Advisory Services, LLC (RIDGEWOOD NJ)
IN
03/17/2003 - 01/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 01/31/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
01/09/1990 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
05/21/1985 - 10/18/1989
GARY GOLDBERG & CO., INC. (SUFFERN NY)
BC
Issued 07/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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