Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Birdsong is a financial advisor with over 30 years of experience in the industry. Susan currently works at Morgan Stanley, a firm with over $1 trillion in assets under management. Susan is a registered representative in 51 states and the District of Columbia. Susan holds the Series 7, Series 6, and Series 66 licenses as well as the SIE exam. Susan offers a variety of financial services, including financial planning, portfolio management, and asset allocation advice. Susan specializes in working with high net worth individuals, corporations, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
03/03/2020 - Present
Morgan Stanley (Medford OR)
OR
09/08/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEDFORD OR)
IA
06/16/1993 - 09/08/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
11/27/1990 - 06/17/1993
CENTURY INVESTORS OF AMERICA, INC.
OH
02/12/1990 - 11/14/1990
KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)
NA
08/25/1986 - 11/18/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 05/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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