Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Merrick is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Susan has been in the financial services industry since 1996 and specializes in helping clients with financial planning, portfolio management, and retirement planning. She holds Series 6, 7, 63, 65, and 66 licenses. Susan is registered with the state of Michigan and Texas. She is also a registered representative with LPL Financial LLC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
10/14/2013 - Present
LPL Financial LLC (SOUTHFIELD MI)
MA
04/02/1996 - 12/03/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 06/08/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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