Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Monahan is a financial advisor with Ally Invest Advisors in Charlotte, NC. Susan has been in the financial services industry since 2000. Susan specializes in providing financial planning and portfolio management services to individuals. Prior to joining Ally Invest Advisors, Susan was associated with several other firms, including Allstate Financial Services, LLC, National Securities Corporation, and Quest Capital Strategies, Inc. Susan is registered to provide investment advice in all 50 states.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
11/18/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
FL
04/26/2019 - 08/05/2021
ALLSTATE FINANCIAL SERVICES, LLC (Milton FL)
FL
06/06/2016 - 04/26/2017
NATIONAL SECURITIES CORPORATION (BONITA SPRINGS FL)
CA
08/15/2012 - 12/31/2015
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
FL
11/13/2009 - 07/09/2012
METLIFE SECURITIES INC. (SARASOTA FL)
FL
03/03/2009 - 09/14/2009
HARBOUR INVESTMENTS, INC. (CAPE CORAL FL)
FL
11/06/2007 - 02/24/2009
WACHOVIA SECURITIES, LLC (LEHIGH ACRES FL)
FL
05/19/2006 - 11/02/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CAPE CORAL FL)
FL
04/26/2006 - 05/15/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CAPE CORAL FL)
IL
04/04/2005 - 02/21/2006
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
MO
01/02/2000 - 04/07/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Monahan is the right advisor for you? Invested Better is here to help.
