Invested Better
Unclaimed

Unclaimed

Unclaimed

Susan Mary Tomljanovic

Cambridge Investment Research, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Susan? Claim Your Profile

About Susan Mary Tomljanovic

Susan Tomljanovic is a financial professional with over four years of experience in the industry. Susan is currently registered with Cambridge Investment Research, Inc. Susan has held a Series 27 and a Series 28 license. Susan has previously been registered with Family Investors Company.

Firm Information

Susan Tomljanovic is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Susan Tomljanovic’s Registration & Firm History

NJ

01/04/2024 - Present

Cambridge Investment Research, Inc. (Fanwood NJ)

NJ

10/30/2019 - 06/03/2024

FAMILY INVESTORS COMPANY (FANWOOD NJ)

Not sure if Susan Mary Tomljanovic is right for you?

Licenses & Designations

BC

Issued 01/02/2023

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 10/30/2019

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Mary Tomljanovic.
Not sure if Susan Mary Tomljanovic is right for you?