Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan MacK is an investment advisor representative with Planmember Securities Corp., working out of their Carpinteria, CA office. Susan has been in the industry since 2010, and has experience with both Planmember Securities Corp. and previous roles with Morgan Stanley and Wells Fargo Advisors, LLC. Susan is licensed to provide investment advice in California and Texas. Susan's focus is on providing investment advisory and financial planning services to individuals and businesses. Susan also provides portfolio management for individuals, businesses, and pension consulting.
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.
Provides investment supervisory services
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.
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2
CA
12/21/2023 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
09/29/2014 - 11/18/2014
MORGAN STANLEY (SHERMAN OAKS CA)
CA
05/02/2008 - 08/13/2013
WELLS FARGO ADVISORS, LLC (PASADENA CA)
BOTH
Issued 07/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/04/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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