Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lonergan is a financial advisor with Raymond James Financial Services Advisors, Inc. Susan has been a registered representative in the financial industry since December 6, 2001. Prior to joining Raymond James, Susan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Securities LLC. Susan is licensed in Pennsylvania to provide investment advice. Susan has specialized expertise in a range of areas, including retirement planning, college savings, and estate 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
11/29/2016 - Present
Raymond James Financial Services Advisors, Inc. (Lancaster PA)
NJ
01/02/2000 - 12/23/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
NY
02/01/2010 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 03/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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