Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Shum is a financial advisor registered with the state of Virginia. Susan holds the Series 6, Series 65 and SIE licenses and has been in the industry since 2015. Susan is currently employed with Financial Security Advisory Inc. and has been with the firm since 2019. The firm manages approximately $1 billion to $10 billion in assets for individual investors, corporations, charities, and pension plans. The firm provides financial planning and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
04/08/2019 - Present
Financial Security Advisory Inc. (VIRGINIA BEACH VA)
IA
Issued 04/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Shum is the right advisor for you? Invested Better is here to help.
