Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan George is a financial advisor at Cetera Investment Advisers LLC, a firm with over $100 billion in regulatory assets under management. Susan has been in the industry since 2007 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Susan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, SIE, and Series 63 licenses. She also holds the following designations: . She is a member of the firm's advisory team and is committed to providing clients with personalized financial advice and investment strategies.
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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NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (FAIRFIELD NJ)
NY
05/02/2013 - 03/16/2015
METLIFE SECURITIES INC. (NEW YORK NY)
NJ
01/17/2008 - 05/01/2013
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NJ
10/05/2005 - 01/25/2006
WACHOVIA SECURITIES, LLC (HAMBURG NJ)
BC
Issued 10/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/4/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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