Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan O'Connor has over 40 years of experience in the financial services industry. Susan is a registered representative with Nationwide Investment Services Corp. and holds Series 7 and Series 63 licenses. Susan has previously held positions with NATIONWIDE ADVISORY SERVICES, INC., NYLIFE SECURITIES INC., PROVIDENT ADVISERS, INC., THE DREYFUS SERVICE CORPORATION, and OPPENHEIMER & CO., INC.. Susan's areas of expertise include securities and investments. Susan's primary office is in Columbus, OH.
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.
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.
1
2
OH
11/10/2000 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
OH
02/10/2000 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NY
01/14/1998 - 01/21/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
07/28/1997 - 11/26/1997
PROVIDENT ADVISERS, INC. (NEW YORK NY)
NY
04/06/1982 - 08/14/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
05/18/1981 - 03/23/1982
OPPENHEIMER & CO., INC.
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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