Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kostiwa is a financial advisor at Raymond James & Associates, Inc. with over 30 years of experience in the financial services industry. Susan has held various roles in the industry, including positions at Clayton Brown & Associates, Inc., Quadrex Securities Corporation, Blunt Ellis & Loewi Incorporated, and Elwyn, Willbert & Haig Inc. Susan is a Series 63, Series 7, Series 22 and Series 39 licensed professional. Susan is registered in 14 states, including California, Florida, Illinois, Iowa, Massachusetts, Michigan, Minnesota, Nebraska, New York, North Carolina, Ohio, Tennessee, Texas and Wisconsin.
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
IL
09/09/1994 - Present
Raymond James & Associates, Inc. (Chicago IL)
NA
09/09/1994 - 10/03/1994
RAYMOND JAMES & ASSOCIATES, INC.
IL
03/31/1990 - 09/21/1994
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
NA
10/26/1989 - 03/15/1990
QUADREX SECURITIES CORPORATION
NA
08/13/1985 - 10/26/1989
BLUNT ELLIS & LOEWI INCORPORATED
NA
07/13/1984 - 06/27/1985
ELWYN, WILLBERT & HAIG INC.
BC
Issued 06/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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