Unclaimed
Susan Lynn Burroughs is a financial advisor with over 30 years of experience in the industry. Susan is currently registered with Keybanc Capital Markets Inc. and KEY Investment Services LLC. Susan holds several licenses and registrations, including Series 7, 24, 52, 53, 63, and 99. Susan is a registered representative in several states, including Ohio, Michigan, New York, and Washington. Susan has a strong track record of providing investment advice to individual and institutional clients.
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.
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.
1
2
OH
07/01/2019 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
OH
09/03/1999 - 07/16/2007
KEYBANC CAPITAL MARKETS INC. (BROOKLYN OH)
OH
09/19/1997 - 09/03/1999
KEY CLEARING CORP. (BROOKLYN OH)
OH
04/21/1995 - 03/07/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
07/02/1992 - 04/30/1994
NATIONAL CITY INVESTMENTS CORPORATION
OH
06/01/1983 - 07/13/1990
BAKER & CO., INCORPORATED (ROCKY RIVER OH)
BC
Issued 06/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 05/09/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Susan Burroughs is the right advisor for you? Invested Better is here to help.