Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hartman is an experienced financial advisor who has been in the industry since 2003. Susan is currently registered with Raymond James Financial Services Advisors, Inc. and has previously been registered with Raymond James & Associates, Inc. Susan holds the Series 7, Series 9, Series 10, and Series 66 securities licenses and is also a Certified Financial Planner. Susan provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Susan is committed to helping her clients achieve their financial goals and is passionate about helping people understand their finances.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/19/2017 - Present
Raymond James Financial Services Advisors, Inc. (JACKSONVILLE FL)
FL
05/14/2003 - 07/05/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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