Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan McLean has been working in the financial industry since 1987. Susan is registered in Virginia as a Broker/Dealer and Investment Advisor. Susan is affiliated with Ameriprise Financial Services, LLC, a large financial services firm with over 10,000 employees. Susan works with a variety of clients, including individuals, families, trusts, estates, businesses, and institutions. Susan provides financial planning, portfolio management, and other investment advisory services. Susan is a Certified Financial Planner.
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.
Asset allocation services
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.
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2
VA
04/30/2020 - Present
Ameriprise Financial Services, LLC (Newport News VA)
VA
11/07/2005 - 12/04/2019
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
NA
04/28/1989 - 07/08/1994
SMITH BARNEY INC.
NA
01/04/1988 - 04/17/1989
SHEARSON LEHMAN HUTTON INC.
NA
04/29/1987 - 01/14/1988
FIRST INVESTORS CORPORATION
IA
Issued 02/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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