Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Perry is an investment advisor representative who has been in the financial services industry since 1996. Susan is currently registered with Rockefeller Financial LLC in Grand Rapids, MI. Susan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, LLC, Principal Securities, Inc., VSR Financial Services, Inc., American Portfolios Financial Services, Inc., Sagepoint Financial, Inc., SunAmerica Securities, Inc., Natcity Investments, Inc., First of America Securities, Inc., and Raffensperger, Hughes & Co., Inc. Susan has a wide range of experience in the financial services industry and is committed to providing her clients with the highest quality advice and service.
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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2
MI
01/12/2024 - Present
Rockefeller Financial LLC (Grand Rapids MI)
MI
12/08/2022 - 01/16/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
MI
11/12/2020 - 08/22/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Grand Rapids MI)
MI
03/18/2016 - 07/28/2020
PRINCIPAL SECURITIES, INC. (Grand Rapids MI)
MI
05/22/2013 - 03/03/2016
VSR FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
08/19/2011 - 10/14/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
02/18/2010 - 06/02/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
10/31/2005 - 02/19/2010
SAGEPOINT FINANCIAL, INC. (GRAND RAPIDS MI)
AZ
06/20/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
OH
04/03/1998 - 07/11/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MI
01/25/1996 - 04/01/1998
FIRST OF AMERICA SECURITIES, INC. (KALAMAZOO MI)
OH
07/14/1995 - 10/05/1995
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IN
12/14/1993 - 07/14/1995
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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