Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Davies is a financial advisor with Paradigm Wealth Advisory LLC. Susan has been a financial advisor since 2014 and is a Certified Financial Planner. She specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. Susan holds a Series 65 license in Connecticut and is a registered Investment Advisor representative with Paradigm Wealth Advisory LLC.
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.
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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CT
11/29/2023 - Present
Paradigm Wealth Advisory LLC (Avon CT)
BC
Issued 01/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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