Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Barber is a registered representative with Equitable Advisors, LLC. Susan has been in the industry since 2002 and has experience with a variety of financial products and services. She is a dedicated financial advisor who provides tailored financial advice and solutions to help clients reach their financial goals. Susan holds the Series 6, 7, 63 and 66 securities licenses and is currently registered with the state of Arizona, Florida, Maine and Rhode Island. Susan's previous employers include NFP Securities, Inc., M Holdings Securities, Inc., Westport Financial Services, L.L.C. and Mutual Service Corporation.
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.
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.
1
2
MA
01/13/2009 - Present
Equitable Advisors, LLC (HINGHAM MA)
MA
04/07/2006 - 10/19/2006
NFP SECURITIES, INC. (BOSTON MA)
OR
04/23/2004 - 05/05/2006
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
FL
08/12/2003 - 01/02/2004
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
MA
02/27/1995 - 05/14/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
BOTH
Issued 09/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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