Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Marie Hill is a financial advisor in THE WOODLANDS, TX and has been in the industry since March 1994. Susan is currently registered with Raymond James Financial Services Advisors, Inc. Susan has passed various industry exams including the Series 65, Series 63, Series 9, Series 10, SIE, Series 31, and Series 7 exams. Susan has prior registrations with DEUTSCHE BANK SECURITIES INC., MORGAN STANLEY DW INC., and DEAN WITTER REYNOLDS INC.. Susan is active in Texas and numerous other states with a broad range of registrations including broker-dealer (BC) and investment advisor (IA) licenses. She serves a variety of clients including high-net-worth individuals, corporations, trusts, and retirement plans. Her specialties include financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
02/22/2010 - Present
Raymond James Financial Services Advisors, Inc. (THE WOODLANDS TX)
TX
01/18/2005 - 02/22/2010
DEUTSCHE BANK SECURITIES INC. (HOUSTON TX)
NY
11/14/1995 - 01/18/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/17/1993 - 07/05/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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