Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hogan is a financial advisor at Fidelity Personal And Workplace Advisors. Susan has been in the industry since March 7, 2018, and has experience working for LPL Financial LLC. Susan is licensed to provide advisory services in Texas and holds Series 66, Series 7 and SIE licenses. Susan Hogan is registered with the Securities and Exchange Commission (SEC) and is also registered with FINRA. Susan Hogan is also active in the community and is a member of Bellona Holdings LLC where she is a Manager/Owner. Susan Hogan is dedicated to helping clients reach 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.
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.
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
07/19/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
03/08/2018 - 06/29/2021
LPL FINANCIAL LLC (HOUSTON TX)
BOTH
Issued 07/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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