Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Davitz is a financial advisor with over 20 years of experience in the industry. Susan is currently registered with Morgan Stanley, where Susan has been working since 2009. Susan is licensed to provide securities and investment advisory services in 53 states and the District of Columbia. Susan has a broad range of experience in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and insurance companies. Susan has a strong commitment to helping her clients 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/16/2011 - Present
Morgan Stanley (Orinda CA)
CA
11/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OAKLAND CA)
CA
05/29/2007 - 11/03/2008
CITIGROUP GLOBAL MARKETS INC. (PLEASANT HILL CA)
CA
04/07/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (PLEASANT HILL CA)
NJ
07/23/1996 - 10/03/1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 05/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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