Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kay Hixson is an investment advisor representative at World Investment Advisors, LLC. Susan has been working in the financial industry for over 7 years, having previously worked at Raymond James Financial Services, Inc. She holds the Series 7TO, Series 66 and SIE licenses. Susan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. She is committed to building long-term relationships with her clients and helping them 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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MA
06/28/2024 - Present
World Investment Advisors, LLC (Westborough MA)
MA
10/04/2021 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Westborough MA)
BOTH
Issued 12/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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