Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lynne Torbin is a financial advisor associated with Commonwealth Financial Network. Susan has been in the financial services industry since 1992. Susan is a Registered Representative and Investment Advisor Representative. Susan is licensed in Alabama, Connecticut, Florida, Georgia, Idaho, Massachusetts, New York, North Carolina, South Carolina and Virginia. Susan has her Series 7, Series 24, Series 63 and Series 65 licenses. Susan is a Certified Financial Planner. Susan provides a variety of financial services to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Susan is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/03/1995 - Present
Commonwealth Financial Network (JUPITER FL)
MN
01/15/1992 - 10/04/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/15/1992 - 10/04/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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