Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Chancery is a financial advisor with over 20 years of experience in the financial services industry. Susan is currently registered with World Equity Group, Inc. and is located in Melbourne, Florida. Prior to joining World Equity Group, Inc., Susan worked at a number of other financial institutions, including TAYLOR CAPITAL MANAGEMENT INC., RAYMOND JAMES FINANCIAL SERVICES, INC., AMERIPRISE FINANCIAL SERVICES, INC., WADDELL & REED, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, LINSCO/PRIVATE LEDGER CORP., and QUICK & REILLY, INC. Susan has a broad range of experience in providing financial advice and services to a variety of clients, including individuals, families, businesses, and institutions. Susan holds the Series 66, Series 7 and SIE licenses. Susan specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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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2
FL
08/14/2019 - Present
World Equity Group, Inc. (Melbourne FL)
FL
07/19/2017 - 07/30/2019
TAYLOR CAPITAL MANAGEMENT INC. (Melbourne FL)
KS
03/02/2016 - 05/31/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
03/23/2012 - 03/01/2016
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
10/04/2010 - 03/19/2012
WADDELL & REED, INC. (OVERLAND PARK KS)
MO
08/30/2004 - 09/22/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
WI
06/02/2004 - 08/17/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
SC
04/26/2002 - 01/26/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
06/26/2000 - 02/11/2002
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 07/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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