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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kingsolver is a financial advisor with over 40 years of experience. Susan currently works at Morgan Stanley and has been with the firm since 2009. Susan has a broad range of experience in the financial services industry, including working at Citigroup Global Markets and Kidder, Peabody & Co. Incorporated. Susan is licensed to provide financial advice in various states and has a broad range of specializations. Susan can provide financial planning, portfolio management for individuals, businesses, and investment companies, and asset allocation advice. Susan is also licensed to provide financial services through the firm's offices in New York and Water Mill.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/15/2020 - Present
Morgan Stanley (New York NY)
NY
11/13/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/23/1981 - 11/14/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 03/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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