Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Mya-sanjones is a financial advisor with Charles Schwab & CO., Inc. Susan has been in the financial industry for over 10 years, holding both Broker/Dealer and Investment Advisor licenses. Susan holds Series 66, Series 7 and SIE licenses and is registered in 30 states and territories. Previously, Susan worked as a financial advisor at T. Rowe Price Investment Services, Inc. Susan has experience in providing financial planning and other advisory services to a wide range of clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
01/06/2020 - Present
Charles Schwab & CO., Inc. (Tampa FL)
FL
12/09/2008 - 04/22/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 02/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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