Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Saleem is a financial advisor with over 20 years of experience in the industry. She has been registered with the Securities and Exchange Commission (SEC) since 2001. Susan is currently affiliated with Good Life Advisors, LLC, a registered investment advisor firm based in Reading, Pennsylvania. Previously, Susan has worked for several other financial firms including Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Susan has a strong track record of providing financial advice to individuals, families and businesses. She specializes in financial planning, portfolio management and educational seminars. Susan is also a licensed insurance agent, offering a range of insurance products to her clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Planning subscription fee
1
2
PA
12/01/2015 - Present
Good Life Advisors, LLC (READING PA)
TX
10/05/2009 - 12/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (SUGAR LAND TX)
TX
02/13/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SUGAR LAND TX)
TX
01/01/2008 - 02/18/2009
WACHOVIA SECURITIES, LLC (SUGAR LAND TX)
TX
07/12/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SUGAR LAND TX)
BOTH
Issued 04/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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