Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Imel is a financial advisor with Truist Advisory Services, Inc. Susan is a registered representative with the Financial Industry Regulatory Authority (FINRA) and the North Carolina Securities Division. Susan has been in the financial services industry since 2006. Susan has previously worked at BB&T Securities, LLC., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Waddell & Reed, Inc. and UBS Financial Services Inc. Susan's current registration is with Truist Advisory Services, 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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
03/25/2019 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
12/10/2019 - 02/17/2021
BB&T SECURITIES, LLC (CHARLOTTE NC)
FL
01/05/2009 - 03/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
SC
03/02/2007 - 01/08/2009
WADDELL & REED, INC. (COLUMBIA SC)
SC
01/01/2006 - 02/16/2007
UBS FINANCIAL SERVICES INC. (COLUMBIA SC)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2024
Series 4 - Registered Options Principal Examination
BC
Issued 05/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/24/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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