Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lanham is an investment advisor representative with Edelman Financial Engines located in Bluffton, SC. Susan has been in the industry since 2013 and previously worked at TD Private Client Wealth LLC, Sanders Morris Harris LLC, EF Legacy Securities, LLC, and Morgan Stanley. Susan holds the Series 66, Series 7, and SIE licenses and has a strong focus on providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
SC
11/01/2022 - Present
Edelman Financial Engines (BLUFFTON SC)
SC
03/15/2021 - 04/13/2022
MORGAN STANLEY (HILTON HEAD SC)
MA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NEWTON MA)
MA
05/19/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NEWTON MA)
MA
07/25/2013 - 05/19/2014
TD PRIVATE CLIENT WEALTH LLC (BOSTON MA)
BOTH
Issued 03/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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