Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Yaeger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Susan has been in the industry since 2010. Susan is registered with the state of Georgia, South Carolina and Texas and is a Series 7, 9, 10, 31, 66, and SIE licensed professional. Susan offers portfolio management for individuals and businesses, educational seminars, pension consulting and selection of other advisors. Susan is an active member of the Leukemia and Lymphoma Society.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
04/25/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUGUSTA GA)
BOTH
Issued 04/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/30/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 03/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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