Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Schell is a financial advisor with over 20 years of experience in the financial services industry. Susan is currently registered as an Investment Advisor Representative (IAR) with Independent Financial Partners. Susan is committed to providing her clients with personalized financial planning services, investment advice, and comprehensive wealth management strategies to help them achieve their financial goals. Susan's experience and expertise allow her to provide guidance on a wide range of financial matters, including retirement planning, college savings, estate planning, and insurance.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
NY
03/10/2022 - Present
Independent Financial Partners (Albany NY)
NY
04/29/2011 - 05/23/2019
LPL FINANCIAL LLC (ALBANY NY)
NY
07/15/2005 - 04/29/2011
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
CA
05/22/2003 - 07/18/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
KS
10/23/2000 - 03/18/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
FL
01/04/1999 - 10/06/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/10/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 03/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Schell is the right advisor for you? Invested Better is here to help.
