Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Bethard is a financial advisor who has been in the financial services industry since 2016. Susan is currently registered with Invicta Capital LLC and holds the Series 63, SIE and Series 7 licenses. Susan has previously worked at Vanguard Marketing Corporation and Raymond James & Associates, Inc. Susan is registered with the state of Pennsylvania.
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.
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2
PA
03/18/2024 - Present
Invicta Capital LLC (Aston PA)
PA
07/12/2019 - 08/30/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
08/26/2014 - 06/15/2018
RAYMOND JAMES & ASSOCIATES, INC. (WEST CONSHOHOCKEN PA)
BC
Issued 06/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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