Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan M. Hurschman is an Investment Advisor Representative with J. W. Cole Advisors, Inc. Susan has been in the industry since 1986 and has experience in several different areas of financial services. Susan holds licenses in several states and has specialized expertise in fixed life, fixed annuities, health, and insurance. Susan M. Hurschman also provides investment management services for individuals and businesses.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
05/09/2017 - Present
J. W. Cole Advisors, Inc. (Plantation FL)
FL
03/01/2011 - 05/01/2017
ONEAMERICA SECURITIES, INC. (PLANTATION FL)
FL
11/24/1993 - 03/04/2011
AXA ADVISORS, LLC (FT. LAUDERDALE FL)
NY
11/24/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
11/06/1981 - 12/07/1988
RAYMOND JAMES & ASSOCIATES, INC.
IA
Issued 06/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Hurschman is the right advisor for you? Invested Better is here to help.
