Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Loehr is a financial advisor at Prospera Financial Services, Inc. Susan has been in the industry since 1993 and has a broad range of experience working with individuals, businesses, and institutions. Susan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 62, and 66 licenses, as well as the SIE exam. Susan is also licensed as an insurance agent in Louisiana and Florida. Susan has extensive experience in financial planning, portfolio management, and investment advisory services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
LA
12/05/2021 - Present
Prospera Financial Services, Inc. (Metairie LA)
LA
02/06/2002 - 12/03/2021
DORSEY & COMPANY, INC. (NEW ORLEANS LA)
MO
09/25/1998 - 01/23/2002
EDWARD JONES (ST. LOUIS MO)
IA
12/20/1996 - 09/15/1998
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
CA
06/17/1994 - 02/07/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
AZ
05/28/1992 - 09/15/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
LA
08/10/1988 - 06/08/1990
CHAFFE SECURITIES, INC. (NEW ORLEANS LA)
BOTH
Issued 07/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/08/1988
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Loehr is the right advisor for you? Invested Better is here to help.
