Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Michko is an experienced financial professional with over 29 years of experience in the industry. Susan currently holds a Series 63, Series 4, Series 10, Series 9, Series 24, Series 8, SIE, Series 31 and Series 7 licenses and has a total of 53 approved state registrations. Susan is a registered representative of Raymond James & Associates, Inc. and has been with the firm since November 1993. Susan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Susan previously worked at Prudential Securities Incorporated and Chatfield Dean & Co., Inc..
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
FL
11/22/1993 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
NY
10/22/1993 - 11/12/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
07/13/1993 - 10/14/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/21/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Susan Michko is the right advisor for you? Invested Better is here to help.
