Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan McClure is a financial professional with over 20 years of experience in the industry. Susan is currently registered with Alps Distributors, Inc. and Alps Portfolio Solutions Distributor, Inc., both based in Denver, Colorado. Susan has previously held positions with several other firms including Genenos Wealth Management, Inc., Colorado Financial Service Corporation, and Jackson National Life Distributors LLC. Susan holds Series 7 and Series 63 licenses as well as the SIE exam.
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.
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2
CO
08/02/2016 - Present
Alps Distributors, Inc. (DENVER CO)
CO
06/25/2012 - 12/31/2013
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
08/04/2011 - 12/31/2011
GENEOS WEALTH MANAGEMENT, INC. (CENTENNIAL CO)
CO
02/25/2009 - 09/11/2009
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
TN
09/16/2003 - 02/20/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TX
01/23/2001 - 07/09/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
06/28/1999 - 07/07/2000
INSTINET CORPORATION (NEW YORK NY)
NJ
04/01/1993 - 06/18/1999
LIPPER ANALYTICAL SECURITIES CORPORATION (SUMMIT NJ)
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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