Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lang is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Susan is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 6, and Series 66 licenses. Susan has been active in the investment industry since March 6, 2019. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Susan was employed with J.P. Morgan Securities LLC. Susan's specializations include investments, financial products, and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
LA
02/04/2019 - 07/07/2022
J.P. MORGAN SECURITIES LLC (DENHAM SPRINGS LA)
BOTH
Issued 06/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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