Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lewis is a financial advisor registered with Benjamin F. Edwards & Company, Inc. Susan has been in the industry since 1996 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Susan is also a Certified Financial Planner, a designation that reflects her commitment to providing comprehensive financial advice to her clients.
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
MO
07/26/2010 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
GA
01/01/2008 - 10/26/2009
WELLS FARGO ADVISORS, LLC (DULUTH GA)
GA
03/27/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DULUTH GA)
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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