Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lee Karsch is a financial advisor at Ameriprise Financial Services, LLC. Susan has been in the financial services industry since 1992. Susan holds a Series 66, 63, 24, SIE, 31, and 7 licenses. Susan provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Susan has a strong track record of helping clients achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MA
02/04/2019 - Present
Ameriprise Financial Services, LLC (Hingham MA)
MA
06/07/2013 - 02/06/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (HINGHAM MA)
MA
09/22/2006 - 06/10/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HINGHAM MA)
MA
12/24/1992 - 09/28/2006
MORGAN STANLEY DW INC. (NORWELL MA)
BOTH
Issued 11/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Karsch is the right advisor for you? Invested Better is here to help.
