Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan McGeachen is a financial advisor at Ameriprise Financial Services, LLC with over 25 years of experience in the financial services industry. Susan has a strong background in both securities and investment advisory services. Susan has held registrations in multiple states, including Maine, New Jersey, New York, and Texas. Susan has a wide range of experience working with individuals, high-net-worth individuals, corporations, trusts, estates, insurance companies, charitable organizations, and pension and profit-sharing 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.
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.
Asset allocation services
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
NJ
03/14/2017 - Present
Ameriprise Financial Services, LLC (SADDLE BROOK NJ)
NJ
07/13/2006 - 03/21/2017
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
06/11/2002 - 07/21/2006
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
05/22/1997 - 07/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/18/1995 - 05/13/1997
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 05/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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