Unclaimed
Susan Christ is a financial advisor who has been working in the industry since November 1990. She currently works for MML Investors Services, LLC and is licensed to conduct business in Indiana. Susan has previously worked for MSI Financial Services, Inc., New England Securities, Pruco Securities Corporation, and The Prudential Insurance Company of America. Susan holds several licenses, including Series 6, 7, 63, and 65. Susan provides a variety of financial services, including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IN
03/25/2017 - Present
MML Investors Services, LLC (Indianapolis IN)
IN
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
08/15/2002 - 01/02/2015
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
NJ
11/20/1990 - 09/06/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/20/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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