Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan McDermott is a financial advisor with Janney Montgomery Scott LLC. Susan has been in the financial services industry for over 20 years, specializing in providing financial planning and investment management advice to individuals, families, and businesses. Susan is registered with FINRA and holds the Series 7, 9, 10, 63 and SIE licenses. Susan is also registered in 17 states. Prior to joining Janney Montgomery Scott LLC, Susan worked at Morgan Stanley and Citigroup Global Markets Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
05/16/2013 - Present
Janney Montgomery Scott LLC (Greenville DE)
DE
02/17/2011 - 06/13/2013
MORGAN STANLEY (WILMINGTON DE)
PA
06/01/2009 - 04/28/2010
MORGAN STANLEY SMITH BARNEY (MEDIA PA)
PA
12/07/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEDIA PA)
BC
Issued 01/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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