Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Light is a financial advisor with Osaic Wealth, Inc. Susan has been in the financial services industry since 1999. Susan is registered with FINRA and the states of Connecticut, Illinois, Maryland, Missouri, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, and Washington. Susan specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Susan is also the President of Light Strategic Advisors LLC, which was sold in 2021. Susan is a Certified Travel Specialist for Archer Travel / Sun2SeaTravel.
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
NY
09/01/2023 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
10/15/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ROCHESTER NY)
NY
03/13/2017 - 10/19/2021
LPL FINANCIAL LLC (WILLIAMSVILLE NY)
NY
06/06/2014 - 03/14/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
09/28/2012 - 06/06/2014
CADARET, GRANT & CO., INC. (WEBSTER NY)
NY
10/14/2009 - 09/28/2012
BRIGHTON SECURITIES CORP. (ROCHESTER NY)
NY
02/16/2005 - 10/15/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
IN
02/16/2005 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
10/11/2002 - 02/22/2005
EDWARD JONES (ST. LOUIS MO)
MO
12/08/1999 - 11/07/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 02/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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