Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Mara Berchak has been in the financial services industry since 1990 and is currently registered with Key Investment Services LLC as a Registered Representative. Previously, Susan Mara Berchak was registered with SCOTTTRADE, INC., HARRIS INVESTOR SERVICES LLC, HARRIS INVESTORLINE INC., HARRIS INVESTORLINE, KEY CLEARING CORP., BURKE CHRISTENSEN & LEWIS SECURITIES INC., SOCIETY INVESTMENTS, INC., CARNEGIE FUND DISTRIBUTORS, INC., and MCDONALD & COMPANY SECURITIES, INC.. Susan Mara Berchak has a Series 7, Series 24, Series 4, Series 55, and Series 66 license. Susan Mara Berchak also has a Series 63 license and is registered in 51 states as a broker. Susan Mara Berchak is a registered Investment Advisor Representative in Ohio with Key Investment Services 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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/30/2019 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
07/02/2003 - 03/09/2018
SCOTTRADE, INC. (WESTLAKE OH)
NJ
05/01/2002 - 06/27/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
WA
12/09/2000 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
IL
09/30/1998 - 12/09/2000
HARRIS INVESTORLINE (CHICAGO IL)
OH
10/03/1997 - 09/11/1998
KEY CLEARING CORP. (BROOKLYN OH)
IL
01/17/1994 - 10/01/1997
BURKE CHRISTENSEN & LEWIS SECURITIES INC. (CHICAGO IL)
NA
09/14/1990 - 01/26/1994
SOCIETY INVESTMENTS, INC.
OH
07/23/1990 - 09/06/1990
CARNEGIE FUND DISTRIBUTORS, INC. (CLEVELAND OH)
OH
01/24/1989 - 08/14/1990
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 07/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/06/1996
Series 4 - Registered Options Principal Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Berchak is the right advisor for you? Invested Better is here to help.
