Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Pajer is a financial advisor with over 12 years of experience in the industry. Susan is currently registered with Oppenheimer & Co. Inc. and is licensed to offer investment advice in a number of states. Previously, Susan was a financial advisor with WELLS FARGO ADVISORS, LLC. Susan specializes in providing investment advice to individuals and families, corporations, and retirement plans. She is committed to helping her clients achieve their financial goals through comprehensive financial planning and investment management. Susan's goal is to help her clients grow their wealth while protecting their assets.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/26/2021 - Present
Oppenheimer & Co. Inc. (DOYLESTOWN PA)
PA
12/10/2010 - 06/06/2013
WELLS FARGO ADVISORS, LLC (DOYLESTOWN PA)
BOTH
Issued 12/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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