Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Damask is a financial advisor with Janney Montgomery Scott LLC. Susan has been in the financial services industry since December 9, 2007, and has a strong track record of success helping clients achieve their financial goals. Susan is a Certified Financial Planner (CFP) and holds a Series 66 license, as well as Series 7 and SIE. Susan is registered to provide financial advice in Delaware and Texas. She is also registered with FINRA and a number of state securities authorities. Susan has a deep understanding of the financial markets and can provide clients with personalized financial advice and investment recommendations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
04/18/2024 - Present
Janney Montgomery Scott LLC (Lewes DE)
DE
12/10/2007 - 04/23/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOVER DE)
BOTH
Issued 02/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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