Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Bolland is a financial advisor with First Command Advisory Services, where she has been employed since August 2013. Susan is registered to provide investment advice in Texas. She holds the Series 63, 66 and 24 licenses as well as the Series 7 and 99. Susan has specialized in providing financial planning and portfolio management for individuals and charitable organizations.
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.
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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TX
07/29/2019 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 07/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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