Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Wilkerson is a financial advisor at UBS Financial Services Inc. in DALLAS, TX. Susan has been in the financial industry since 2002 and has experience at several firms, including MML INVESTORS SERVICES, LLC, CLARK SECURITIES, INC., and NEW ENGLAND SECURITIES. Susan holds the Series 63, SIE, and Series 6 licenses. Susan works with a variety of clients, including individuals, corporations, and charitable organizations.
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.
See schedule d - miscellaneous
1
2
TX
08/06/2013 - Present
UBS Financial Services Inc. (DALLAS TX)
TX
02/06/2006 - 08/30/2012
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
04/12/2004 - 01/04/2006
CLARK SECURITIES, INC. (DALLAS TX)
NY
04/14/2000 - 02/20/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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