Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Crannell is an investment advisor representative with Eagle Strategies LLC in Albany, New York. Susan has been in the securities industry since February 13, 2015. Susan has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Assistant Representative-Order Processing Qualification Exam. Susan has been registered with the state of New York since November 2, 2023. Susan also has prior experience with Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., and Securities America, 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/21/2023 - Present
Eagle Strategies LLC (ALBANY NY)
NY
04/17/2023 - 08/01/2023
SECURITIES AMERICA, INC. (ALBANY NY)
NY
01/04/2021 - 05/03/2023
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
04/22/2019 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
02/26/2018 - 04/24/2019
GOLDMAN SACHS & CO. LLC (LATHAM NY)
NY
11/14/2014 - 02/26/2018
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
BOTH
Issued 3/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2014
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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