Unclaimed
Susan Andersen is a financial professional with over 25 years of experience in the industry. Susan is currently registered with Pacific Select Distributors, LLC in California and Illinois. Susan holds the Series 6, Series 63 and SIE licenses. Susan was previously registered with Mutual Service Corporation in Massachusetts.
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.
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.
1
2
CA
01/07/2005 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
MA
12/13/1996 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 12/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Andersen is the right advisor for you? Invested Better is here to help.