Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan M Thurman is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Susan has been in the industry since August 9, 2009, and is licensed to sell securities in Kansas. Susan has a strong background in financial services, with experience in both investment advisory and insurance. Susan is committed to providing clients with personalized financial advice and helping them reach their financial goals. Susan also holds a Series 6, 7 and 63 license and a Series 65 license.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
01/08/2020 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
KS
08/06/2009 - 04/03/2013
SAGEPOINT FINANCIAL, INC. (WICHITA KS)
IA
Issued 03/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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