Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Wanamaker is a financial advisor with Lincoln Investment and has been in the industry since 2010. Susan is registered with the state of Ohio and several other states, and she is a Certified Financial Planner. Susan has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals seeking financial planning and investment management services. Susan is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
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
OH
10/11/2024 - Present
Lincoln Investment (Cleveland OH)
OH
12/20/2019 - 07/30/2020
EQUITABLE ADVISORS, LLC (CLEVELAND OH)
OH
12/03/2018 - 09/16/2019
FIDELITY BROKERAGE SERVICES LLC (WOODMERE VILLAGE OH)
OH
12/13/2016 - 09/28/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
OH
06/26/2013 - 10/31/2016
MORGAN STANLEY (CLEVELAND OH)
NA
09/04/1985 - 12/10/1986
JOHN HANCOCK DISTRIBUTORS, INC.
NA
08/15/1984 - 08/21/1985
COLONIAL INVESTMENT SERVICES, INC.
NA
01/03/1983 - 01/27/1984
IDS MARKETING CORPORATION
BOTH
Issued 07/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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