Unclaimed
Susan Green has been in the financial services industry since 1986. Susan is currently a registered representative of Eagle Strategies LLC. Susan has held previous positions with METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, METROPOLITAN LIFE INSURANCE COMPANY, IFMG SECURITIES, INC., INDEPENDENT FINANCIAL SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., FLEET BROKERAGE SECURITIES, INC., SHAWMUT BROKERAGE, INC., UNION TRUST BROKERAGE SERVICES, INC., DOMINICK & DOMINICK, INCORPORATED, LADENBURG, THALMANN & CO., INC., PRUDENTIAL-BACHE SECURITIES INC., OPPENHEIMER & CO., INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Susan is a registered Investment Advisor and holds several licenses including Series 7, 63, 65, and 66. Susan specializes in providing financial planning, portfolio management for individuals, and educational seminars.
FT PIERCE, FL
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.
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
FL
08/03/2021 - Present
Eagle Strategies LLC (FT PIERCE FL)
CT
04/03/2006 - 07/13/2015
METLIFE SECURITIES INC. (SHELTON CT)
CT
10/02/2013 - 01/02/2015
NEW ENGLAND SECURITIES (SHELTON CT)
CT
04/03/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
NY
02/07/1997 - 04/04/2006
IFMG SECURITIES, INC. (PURCHASE NY)
NA
02/07/1997 - 08/27/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NC
04/01/1996 - 08/07/1996
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
06/07/1993 - 04/09/1996
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
NA
01/24/1996 - 02/08/1996
SHAWMUT BROKERAGE, INC.
NA
05/29/1990 - 06/09/1993
UNION TRUST BROKERAGE SERVICES, INC.
CT
10/03/1988 - 12/11/1989
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
NA
09/20/1988 - 10/04/1988
DOMINICK & DOMINICK, INCORPORATED
NA
07/22/1987 - 09/29/1987
LADENBURG, THALMANN & CO., INC.
NA
09/27/1984 - 07/15/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
04/24/1984 - 11/26/1984
OPPENHEIMER & CO., INC.
NA
12/21/1983 - 03/01/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 3/27/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 5/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/4/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/10/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/2/1993
Series 24 - General Securities Principal Examination
BC
Issued 2/21/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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