Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Schankin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Susan has been in the financial services industry since September 2009. Susan is licensed to provide investment advice in Michigan and Texas. Susan's experience includes providing financial advice to individuals, families, and businesses. Susan is also experienced in retirement planning and investment management. Susan has earned the Series 6, 7, 63, and 65 licenses. Susan is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
09/13/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUBURN HILLS MI)
MI
03/25/2017 - 08/22/2017
MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)
MI
09/11/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 12/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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