Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan McKenna is a financial advisor with Raymond James & Associates, Inc. Susan has been in the financial industry since 1997 and has held several positions at prominent firms like Morgan Stanley and Merrill Lynch. Susan holds Series 7, Series 63, and Series 66 licenses and the SIE exam. Susan is registered in several states including New York, New Jersey, Texas, California, Arizona, Florida, Massachusetts, Mississippi, New Mexico, North Carolina, Pennsylvania, Virginia, and Washington. Susan is a dedicated financial advisor with a wealth of experience to help clients with their financial goals.
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.
Please see note in schedule d - miscellaneous
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
12/03/2024 - Present
Raymond James & Associates, Inc. (New Hyde Park NY)
NY
05/13/2011 - 02/22/2016
MORGAN STANLEY (MELVILLE NY)
NY
03/18/2008 - 05/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
07/03/1997 - 03/27/2008
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
BOTH
Issued 05/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Susan McKenna is the right advisor for you? Invested Better is here to help.
