Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Banville is a financial advisor associated with Edward Jones. Susan has 29 years of experience in the financial industry. Her current role involves providing investment advisory services through Edward Jones. Susan's main office is located in West Hartford, Connecticut. Susan has a number of professional designations and licenses, including Series 7, Series 63, Series 66, and Series 24. Susan also has prior experience with other financial firms, including Liberty Securities Corporation, Shawmut Brokerage, Inc. and Wall Street Investor Services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CT
08/15/2008 - Present
Edward Jones (West Hartford CT)
NY
05/02/1997 - 06/21/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
10/29/1993 - 02/12/1996
SHAWMUT BROKERAGE, INC.
NY
06/25/1993 - 09/03/1993
WALL STREET INVESTOR SERVICES (NEW YORK NY)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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