Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Youngsman is an active financial advisor in Washington. Susan has been in the financial industry since 1991, working with LPL Financial LLC. Susan is licensed to provide investment advice in Washington, Oregon, and Virginia. Susan has a broad range of experience in the financial industry, working with several firms before joining LPL Financial.
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.
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WA
07/31/2006 - Present
LPL Financial LLC (LYNNWOOD WA)
WA
07/12/1999 - 08/01/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
12/10/1997 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
CA
05/14/1996 - 12/16/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
09/20/1995 - 03/21/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
10/01/1993 - 11/15/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
01/27/1993 - 09/03/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
05/23/1991 - 12/17/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/23/1991 - 12/17/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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