Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Quinter is a financial advisor with Raymond James & Associates, Inc. in Centerville, Ohio. Susan has been in the industry since May 2001 and has a strong background in financial services. Susan is registered with both the state of Ohio and West Virginia, and is also registered with FINRA. Susan has a wide range of experience in financial planning, portfolio management, and investment advisory services. Susan provides services to a wide range of clients, including individuals, families, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
OH
11/14/2012 - Present
Raymond James & Associates, Inc. (Centerville OH)
OH
02/18/2011 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (MIAMISBURG OH)
OH
06/01/2009 - 05/10/2010
MORGAN STANLEY SMITH BARNEY (DAYTON OH)
OH
08/17/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DAYTON OH)
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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