Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Storey is a financial advisor with Commonwealth Financial Network. Susan has been in the financial services industry since 1987. Susan is registered to provide investment advice in the following states: Arizona, California, Florida, Indiana, Maine, Massachusetts, Minnesota, New York, North Carolina, Rhode Island, South Carolina, and Vermont. Susan is also a registered representative of Commonwealth Financial Network. Susan's professional designations include Series 6, 7, 22, 63, and 65. Susan's current firm location is in Nantucket, MA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
09/25/1999 - Present
Commonwealth Financial Network (NANTUCKET MA)
RI
04/16/1997 - 04/06/1999
FISCO EQUITY, INC. (LINCOLN RI)
NJ
06/02/1988 - 05/06/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/02/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
04/24/1987 - 05/11/1988
WADDELL & REED, INC.
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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