Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Weinblatt is a financial advisor with Cetera Investment Advisers LLC, a firm with offices in Schaumburg, Illinois and El Segundo, California. Susan has been in the financial services industry since February 1993 and is registered with the Financial Industry Regulatory Authority (FINRA). Susan holds the Series 7, Series 63 and Series 65 licenses. Susan has worked for a number of firms, including Securian Financial Services, Inc., New England Securities, and North Ridge Securities Corp. Susan has a CFP® designation. Susan’s specializations include portfolio management for individuals and businesses, financial planning, and pension consulting. Susan is a trustee for Robert Ade Trust and an agent/broker for Evershore Fixed Insurance.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/18/2023 - Present
Cetera Investment Advisers LLC (BOCA RATON FL)
FL
11/10/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
02/22/2011 - 10/27/2014
NEW ENGLAND SECURITIES (BOCA RATON FL)
NY
02/08/1993 - 02/17/2011
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
IA
Issued 5/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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