Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan McGuire is a financial advisor with over 25 years of experience in the financial services industry. Susan currently works at LPL Financial LLC in Waltham, Massachusetts. Susan has held previous positions at Fidelity Investments Institutional Services Company, Inc. in Smithfield, Rhode Island and PaineWebber Incorporated in Weehawken, New Jersey. Susan is a licensed Series 7, Series 24, and Series 63 representative. Susan McGuire's areas of specialization include retirement planning, investment management, and financial planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
03/23/1999 - Present
LPL Financial LLC (WALTHAM MA)
RI
02/11/1998 - 02/25/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NJ
07/20/1995 - 06/09/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 10/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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