Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan S. Lewis is a financial advisor registered with LPL Financial LLC. Susan has been in the financial industry since 1999, working with clients in various states such as Illinois, Texas, and Arizona. Prior to LPL Financial LLC, Susan worked with Avantax Investment Services, Inc. Susan provides a range of financial services, including financial planning, portfolio management, and educational seminars. Susan has a broad range of experience in the industry, and is a dedicated professional committed to helping clients reach their financial goals.
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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2
IL
12/18/2020 - Present
LPL Financial LLC (NAPERVILLE IL)
IL
12/10/1999 - 12/22/2020
AVANTAX INVESTMENT SERVICES, INC. (NAPERVILLE IL)
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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