Unclaimed
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.
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
NJ
01/04/2024 - Present
Cambridge Investment Research, Inc. (Fanwood NJ)
NJ
10/30/2019 - 06/03/2024
FAMILY INVESTORS COMPANY (FANWOOD NJ)
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
Active
Inactive
F
FINRA
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