Unclaimed
Susan Lynn Davis is a registered representative with MML Investors Services, LLC. Susan has been in the financial services industry since June 11, 1998. Susan is licensed to provide securities and investment advice in New York and Texas. Susan is also a registered representative with MetLife Securities Inc. and Metropolitan Life Insurance Company. Susan has a strong background in financial services and is committed to providing her clients with the highest level of service.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
02/17/2022 - Present
MML Investors Services, LLC (TARRYTOWN NY)
NY
06/15/2000 - 04/08/2013
METLIFE SECURITIES INC. (ELMSFORD NY)
NY
06/15/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WHITE PLAINS NY)
BC
Issued 06/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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