Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Crunk is a financial advisor with Raymond James Financial Services Advisors, Inc. Susan has been in the financial services industry since April 1993. Susan has a Series 63, Series 65 and Series 7 license. Susan has worked at Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated in the past. Susan has provided financial advisory services to a wide range of clients, including individuals, corporations, and retirement plans. Susan specializes in retirement planning, investment management, and estate planning. Susan is dedicated to providing her clients with personalized financial advice and helping them 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
10/12/2017 - Present
Raymond James Financial Services Advisors, Inc. (BRENTWOOD TN)
TN
07/01/2003 - 10/11/2017
WELLS FARGO CLEARING SERVICES, LLC (BRENTWOOD TN)
NY
04/28/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 5/7/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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