Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Newman is an investment advisor representative at Cetera Investment Advisers LLC. Susan has been in the industry since May 2013. Susan is registered in multiple states to provide investment advice, including Virginia, Texas, California, Florida, Georgia, Maine, Massachusetts, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, West Virginia, and Alabama. Susan also provides financial planning services, pension consulting, educational seminars, and selection of other advisors. Susan has a strong track record of success in helping clients achieve their financial goals.
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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VA
06/29/2023 - Present
Cetera Investment Advisers LLC (CHESAPEAKE VA)
VA
05/23/2013 - 11/01/2021
CUSO FINANCIAL SERVICES, L.P. (CHESAPEAKE VA)
IA
Issued 5/5/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/1/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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