Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Jessup is an investment advisor representative with LPL Enterprise, LLC, a financial services firm with offices across the United States. Susan has been active in the financial industry since 1991, and has a wide range of experience in investment advisory services. Susan's primary focus is on portfolio management for individuals and businesses, and she also provides financial planning and educational seminars to her clients. Susan is licensed to provide investment advice in Arizona, California, Colorado, Montana, Nebraska, Nevada, New Mexico, Oregon, Pennsylvania, South Dakota, Texas and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
NM
11/14/2024 - Present
LPL Enterprise, LLC (ALBUQUERQUE NM)
NJ
08/26/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/19/1990
Series 2 - Non-Member General Securities Examination
BC
Issued 08/23/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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