Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan R. Somers is a registered investment advisor representative with Capital Cities, LLC, a firm based in Indianapolis, IN. Susan has been in the financial services industry since 2005, previously working with Triad Advisors LLC and Mutual Service Corporation. Susan holds both Series 63 and Series 65 licenses and has passed the SIE and Series 6 exams. Susan specializes in providing investment consultations and pension consulting services.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Investment 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.
A percentage of the total value of assets under management is charged.
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IN
03/07/2024 - Present
Capital Cities, LLC (INDIANAPOLIS IN)
IN
06/21/2005 - 01/20/2021
TRIAD ADVISORS LLC (Indianapolis IN)
MA
01/15/2004 - 05/25/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 11/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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