Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Condit is a financial advisor with over 24 years of experience in the financial industry. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 7, 63, 65 and 66 licenses. Susan has previously worked with UBS PAINEWEBBER INC. She specializes in providing financial advice and investment management services for individuals, businesses, high-net-worth individuals, and pension and profit sharing plans. Susan is committed to providing her clients with personalized financial advice and investment solutions that are tailored to their specific needs and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
03/17/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WHITE PLAINS NY)
NJ
03/11/1998 - 12/02/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 11/29/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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