Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hedberg has been in the financial industry since October 26, 1986 and is currently registered with Raymond James & Associates, Inc. in Ponte Vedra Beach, FL. Susan has a broad range of experience in the industry, having previously worked for Citigroup Global Markets Inc. and Prudential Securities Incorporated. Susan is a licensed Investment Advisor Representative (IAR) and holds licenses in 20 different states. Susan is also a General Securities Representative and holds a Series 7, Series 10, and Series 9 license.
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.
Please see note in schedule d - miscellaneous
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
FL
11/19/2015 - Present
Raymond James & Associates, Inc. (Ponte Vedra Beach FL)
NY
12/02/1994 - 07/18/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/07/1990 - 12/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/03/1986 - 04/09/1990
FLORIDA NATIONAL INVESTMENT SERVICES, INC.
NA
03/19/1986 - 07/22/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 06/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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