Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Louise Jerris has been working in the financial services industry since August 3, 1986. Currently, Susan is a registered representative with LPL Financial LLC in Irvine, California. Previously, Susan has been associated with DIVERSIFIED SECURITIES, INCORPORATED, GRIFFIN FINANCIAL SERVICES, and BNL SECURITIES INC. Susan holds a variety of licenses including Series 6, 7, 24, 51, 63 and 65 licenses. Susan is also licensed in over 30 states and has extensive experience providing financial advice to individuals, corporations, and various other organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
01/11/2008 - Present
LPL Financial LLC (IRVINE CA)
CA
07/20/1989 - 07/09/2002
DIVERSIFIED SECURITIES, INCORPORATED (SEAL BEACH CA)
NA
07/01/1987 - 07/15/1989
GRIFFIN FINANCIAL SERVICES
NA
07/31/1986 - 12/10/1987
BNL SECURITIES INC.
IA
Issued 11/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/18/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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