Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Perry is a financial advisor with Cetera Investment Advisers LLC in Warwick, NY. Susan has been working in the financial services industry since 2011 and holds both Series 6 and Series 63 licenses. Susan specializes in working with individuals and families to develop personalized financial plans. Susan has extensive experience in the financial services industry and provides a comprehensive range of financial services including financial planning, portfolio management, and insurance products. Susan is committed to providing her clients with the highest level of service and expertise.
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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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (WARWICK NY)
NY
01/26/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WARWICK NY)
NY
07/21/2011 - 02/14/2012
PRIME CAPITAL SERVICES, INC. (WARWICK NY)
BC
Issued 10/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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