Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Sandra Mousseau is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Susan has been active in the financial industry since October 23, 2000. Susan is also a Certified Public Accountant and provides tax preparation, bookkeeping, and consulting services. Susan's experience and expertise include working with individuals, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Susan's firm, Cambridge Investment Research Advisors, Inc., has been in business since 1981 and offers a variety of financial services to clients, including financial planning, portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
08/02/2021 - Present
Cambridge Investment Research Advisors, Inc. (Plattsburgh NY)
NY
03/10/2005 - 12/31/2006
COMMONWEALTH FINANCIAL NETWORK (PLATTSBURGH NY)
SC
10/20/2000 - 03/14/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 03/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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