Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Renee Haney is a financial advisor with LPL Financial LLC. Susan has been in the financial services industry since 1994. Susan is registered with FINRA and the state of South Carolina. Susan is also registered as an investment advisor representative in South Carolina. Susan has a wide range of experience in the financial services industry. Susan is committed to providing her clients with the highest quality of service.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
12/03/2020 - Present
LPL Financial LLC (FORT MILL SC)
FL
05/16/2013 - 10/21/2014
BNY MELLON CAPITAL MARKETS, LLC (LAKE MARY FL)
FL
09/09/2005 - 10/21/2014
PERSHING LLC (LAKE MARY FL)
NJ
09/25/2003 - 09/09/2005
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
NJ
11/28/1998 - 10/08/2003
PERSHING LLC (JERSEY CITY NJ)
NY
09/05/1991 - 05/22/1997
COWEN & CO. (NEW YORK NY)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2017
Series 4 - Registered Options Principal Examination
BC
Issued 12/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 08/29/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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