Unclaimed
Susan Marie March is a financial advisor who has been in the industry since 1988. Susan is currently registered with Raymond James Financial Services, Inc. in Rockford, Illinois. Susan has previously been employed by a number of other firms including LM Financial Partners, Inc. in New Orleans, Louisiana; LaSalle St Securities, L.L.C. in Elmhurst, Illinois; Piper Jaffray Inc. in Minneapolis, Minnesota and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Susan has a Series 7 and a Series 63 license.
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
IL
07/09/2007 - Present
Raymond James Financial Services, Inc. (ROCKFORD IL)
IL
12/09/2002 - 04/03/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKFORD IL)
LA
07/28/1997 - 12/12/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
IL
06/16/1992 - 12/31/1997
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MN
06/23/1988 - 06/17/1992
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
06/21/1988 - 09/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 01/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan March is the right advisor for you? Invested Better is here to help.