Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Marran is a financial advisor with Osaic Institutions, Inc. Susan has been in the financial industry since 2002 and has worked for several firms before joining Osaic Institutions, Inc. Susan is a registered representative of the firm and holds licenses Series 6, 7, 63, 66 and SIE. Susan provides financial planning, pension consulting and educational seminars. Susan also provides solicitation services for other advisors and assists clients in selecting other advisors. Susan is licensed to provide financial services in Kentucky, North Carolina and Ohio. Susan works in the Canton, Ohio office of Osaic Institutions, 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
OH
12/19/2016 - Present
Osaic Institutions, Inc. (Canton OH)
OH
09/18/2013 - 12/13/2016
LPL FINANCIAL LLC (CANTON OH)
OH
07/09/2013 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (CANTON OH)
OH
10/22/2010 - 02/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANTON OH)
OH
02/08/2010 - 04/08/2010
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
IL
05/28/2003 - 06/27/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
09/09/1997 - 06/28/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
12/20/1996 - 07/14/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
PA
03/01/1996 - 01/02/1997
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
PA
02/08/1996 - 02/13/1996
PNC BROKERAGE CORP (PITTSBURGH PA)
CA
04/29/1994 - 02/07/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
10/27/1993 - 05/03/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
IN
08/03/1992 - 12/03/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/03/1992 - 12/03/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
04/30/1991 - 02/25/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/30/1991 - 02/25/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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