Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Bickel is a financial advisor with Janney Montgomery Scott LLC, a firm with approximately $1 billion to $10 billion in regulatory assets under management. Susan has been in the industry since 2009, providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Susan specializes in helping clients achieve their financial goals through a variety of investment strategies, including fixed income, equities, and mutual funds. Susan also provides financial planning services, such as retirement planning, college savings planning, and estate planning.
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.
Fee plus commission
1
2
OH
06/06/2024 - Present
Janney Montgomery Scott LLC (Columbus OH)
OH
10/13/2021 - 06/06/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
10/01/2012 - 10/14/2021
J.P. MORGAN SECURITIES LLC (PATASKALA OH)
OH
10/05/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEWARK OH)
BOTH
Issued 11/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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