Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Patricia Hubbell sanchez is a financial advisor with over 10 years of experience in the industry. Susan has worked with a variety of clients, including individuals, families, corporations, and retirement plans. She is currently registered with World Investment Advisors, LLC and AssuredPartners Investment Advisors, both based in Houston, Texas. Susan has a strong background in financial planning, portfolio management, and retirement planning. She is committed to providing her clients with personalized financial advice and guidance. Susan is dedicated to helping her clients reach their financial goals.
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.
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.
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.
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TX
12/22/2023 - Present
World Investment Advisors, LLC (Houston TX)
TX
05/08/2019 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (DALLAS TX)
NJ
06/05/2014 - 05/10/2019
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IA
Issued 10/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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