Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan MacFarland-helton is a financial advisor with SPC, a firm located in Ann Arbor, MI. Susan has been a financial advisor for over 25 years. Susan has a wide range of experience, including working with individuals, businesses, and non-profits. Susan holds a variety of licenses and certifications, including the Series 66, Series 51, and Series 24. Susan is also a Certified Financial Planner. SPC offers a wide range of financial services, including financial planning, investment management, and retirement planning.
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.
Consultation services
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.
Seminar attendance fees
1
2
VI
05/03/2005 - Present
SPC (ST. THOMAS VI)
VI
02/18/1997 - 09/21/2004
SESLIA SECURITIES (ST THOMAS VI)
BOTH
Issued 05/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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