Unclaimed
Susan Mary Beardsley is a registered investment advisor representative with Financial Advocates Investment Management in Edmonds, WA. Susan Mary Beardsley has been in the securities industry since June 16, 2008. Susan Mary Beardsley is registered with the state of Washington as a registered investment advisor representative. Financial Advocates Investment Management is an investment advisory firm based in Olympia, WA. The firm has 85 investment advisor representatives and manages approximately $3.85 billion in assets. Susan Mary Beardsley specializes in working with individuals, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
10/05/2018 - Present
Financial Advocates Investment Management (EDMONDS WA)
WA
06/17/2008 - 06/11/2013
D.A. DAVIDSON & CO. (EDMONDS WA)
BOTH
Issued 09/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Beardsley is the right advisor for you? Invested Better is here to help.