Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Silver has been working in the financial industry since December 1997. Susan is a registered representative with Morgan Stanley and is licensed in multiple states. Susan has previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Dean Witter Reynolds Inc. Susan offers a range of services including financial planning, portfolio management for individuals, businesses, and investment companies, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
12/04/2020 - Present
Morgan Stanley (Orinda CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORINDA CA)
CA
02/04/2003 - 04/02/2007
MORGAN STANLEY DW INC. (ORINDA CA)
NY
02/19/1999 - 01/24/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/04/1997 - 01/29/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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