Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Santangelo is an investment professional with over 20 years of experience in the financial services industry. Susan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since July 2010. Susan has experience working with individuals, high-net-worth individuals, corporations, trusts, and retirement plans. Susan's previous employment included BANC OF AMERICA INVESTMENT SERVICES, INC. and Quick & Reilly, Inc. Susan holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam.
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
04/09/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
NY
10/20/2004 - 04/14/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)
NY
05/12/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 02/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2003
Series 6 - Investment Company Products/Variable Contracts 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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