Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Mathews is a registered representative with The Leaders Group, Inc. Susan has over 14 years of experience in the financial services industry. Susan has a Series 6, Series 7, and Series 63 license. Susan is also licensed in Colorado, Florida, North Carolina and Pennsylvania. Susan previously worked at Nationwide Securities, LLC, PNC Investments, and NatCity Investments, Inc.
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.
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.
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2
PA
07/01/2020 - Present
THE Leaders Group, Inc. (White Oak PA)
PA
01/19/2011 - 07/01/2020
NATIONWIDE SECURITIES, LLC (WHITE OAK PA)
PA
11/13/2009 - 01/04/2011
PNC INVESTMENTS (WHITE OAK PA)
PA
02/07/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (WHITE OAK PA)
BC
Issued 03/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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