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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Huang-cramer is a financial advisor in Cupertino, California. Susan has been working in the financial industry since 1997. She is currently registered with Morgan Stanley and is licensed to sell securities in California and Texas. Susan holds the Series 7, 31 and 65 licenses. Previously, Susan worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Susan offers a variety of financial services to individuals and businesses. These services include portfolio management, financial planning, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
10/12/2020 - Present
Morgan Stanley (Cupertino CA)
CA
01/01/2010 - 11/12/2010
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
06/14/2002 - 01/01/2010
UBS INTERNATIONAL INC. (SAN FRANCISCO CA)
NY
10/07/1998 - 06/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/13/1997 - 08/28/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 10/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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