Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lemieux is a financial advisor at B. Riley Wealth Advisors, Inc. Susan is a registered representative and investment advisor representative in Massachusetts. Susan has been in the securities industry since 2014. Susan has a wide range of experience in financial planning, portfolio management, and pension consulting. Susan is committed to providing her clients with personalized financial advice and guidance. She also volunteers for the Women's Resource Center and is dedicated to empowering women financially.
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.
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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2
MA
10/05/2015 - Present
B. Riley Wealth Advisors, Inc. (ORLEANS MA)
MA
03/21/2014 - 07/22/2022
NATIONAL SECURITIES CORPORATION (ORLEANS MA)
IA
Issued 08/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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