Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lohmiller is a financial advisor with IBN Financial Services, Inc., based in Liverpool, NY. Susan has been in the financial services industry since January 26, 2001. Susan has a broad range of experience, having worked with a variety of firms including ProEquities, Inc., Wall Street Financial Group, Inc., Leigh Baldwin & Co., LLC, Invest Financial Corporation, Next Financial Group, Inc., NYLIFE Securities Inc., and Thrivent Investment Management Inc. Susan is registered to provide advisory services in Maine, New Hampshire, New Jersey, New York, and Virginia. Susan is a registered representative of IBN Financial Services, Inc., and holds the Series 6, 7, 24, 63, and 66 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
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2
NY
07/19/2021 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
09/22/2010 - 04/11/2011
PROEQUITIES, INC. (CLIFTON PARK NY)
NY
02/27/2009 - 09/15/2010
WALL STREET FINANCIAL GROUP, INC. (VALATIE NY)
NY
09/29/2008 - 02/24/2009
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
NY
06/30/2006 - 09/30/2008
WALL STREET FINANCIAL GROUP, INC. (VALATIE NY)
NY
03/09/2005 - 07/27/2006
INVEST FINANCIAL CORPORATION (VALATIE NY)
TX
03/03/2004 - 01/07/2005
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NY
11/27/2002 - 03/10/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
11/13/2000 - 11/20/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 04/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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