Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hirshman is a financial advisor who has been in the industry since 2006. Susan is a Certified Financial Planner and a Chartered Financial Analyst. Susan currently works at Schwab Wealth Advisory, Inc. and is registered with the state of Arizona and California. Before joining Schwab Wealth Advisory, Inc., Susan worked at Morgan Stanley and Fieldpoint Private Securities, LLC. Susan has a wide range of experience in the financial services industry, including investment advisory, portfolio management, and financial planning.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
01/15/2020 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
NY
08/14/2013 - 12/10/2019
MORGAN STANLEY (NEW YORK NY)
NY
09/19/2012 - 06/21/2013
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
NY
02/01/2010 - 07/22/2010
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/09/2000 - 12/17/2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NA
07/01/1992 - 07/19/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/01/1992 - 07/19/1993
IDS LIFE INSURANCE COMPANY
NA
01/31/1992 - 07/10/1992
FORTIS INVESTORS, INC.
BC
Issued 12/17/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 01/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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