Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Conroy is a financial advisor with Ameriprise Financial Services, LLC. Susan has been in the financial services industry since 2004. Susan's office is located at 2415 Aloma Ave, Winter Park, Florida. In addition to Ameriprise, Susan has previously worked at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., M HOLDINGS SECURITIES, INC., VALIC FINANCIAL ADVISORS, INC., CAMBRIDGE LEGACY SECURITIES L.L.C., RUSHMORE SECURITIES CORPORATION and USALLIANZ SECURITIES, INC.
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.
Asset allocation 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
FL
02/20/2023 - Present
Ameriprise Financial Services, LLC (Winter Park FL)
FL
06/17/2014 - 02/18/2023
J.P. MORGAN SECURITIES LLC (ALTAMONTE SPRINGS FL)
NJ
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (SHORT HILLS NJ)
NJ
06/12/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SHORT HILLS NJ)
OH
11/07/2003 - 11/10/2010
CHASE INVESTMENT SERVICES CORP. (NEW ALBANY OH)
OR
09/05/2003 - 09/05/2003
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
TX
01/29/2003 - 07/16/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/27/2002 - 12/31/2002
CAMBRIDGE LEGACY SECURITIES L.L.C. (DALLAS TX)
TX
04/12/2002 - 09/04/2002
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
MN
03/07/2002 - 03/27/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 07/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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