Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Wilkinson is a financial advisor with over 25 years of experience in the industry. She currently provides investment advisory services as an Independent Advisor at Private Advisor Group, LLC, a firm that specializes in providing financial planning and portfolio management for individuals and businesses. Susan has a strong track record of providing personalized financial advice and helping her clients achieve their financial goals. She is a Certified Financial Planner® and holds a number of professional licenses and certifications.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
05/14/2021 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
VA
05/07/2001 - 05/29/2008
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTESVILLE VA)
NY
08/01/1996 - 05/09/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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