Unclaimed
Susan George is a registered representative with Cetera Investment Advisers LLC. Susan has been in the securities industry for over 15 years and has a Series 6, Series 63 and SIE license. Susan is registered to provide investment advice in 13 states. Susan has worked at several firms including MetLife Securities Inc., Royal Alliance Associates, Inc., and Wachovia Securities, LLC. Susan also provides insurance services through Fairfield Benefit Associates, Inc.
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.
1
2
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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