Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Martin is a financial professional with over 40 years of experience in the industry. She has held various roles at different firms throughout her career and is currently registered with Navy Federal Investment Services, LLC. Susan provides a range of financial planning and investment services to individuals and businesses. Her expertise includes portfolio management, financial planning, and educational seminars. Susan has a strong commitment to helping clients achieve 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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
09/29/2021 - Present
Navy Federal Investment Services, LLC (Vienna VA)
MA
11/17/2003 - 04/07/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/17/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
10/03/2002 - 11/20/2003
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/18/2000 - 10/11/2002
IFMG SECURITIES, INC. (PURCHASE NY)
TX
02/18/1998 - 09/06/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
11/10/1997 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NC
08/04/1994 - 11/11/1997
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
CA
11/04/1997 - 11/06/1997
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
CA
03/11/1991 - 06/30/1994
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
CA
06/21/1989 - 05/25/1990
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CT
02/25/1986 - 09/01/1989
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NA
07/09/1987 - 05/10/1989
AGFC INVESTMENT SECURITIES
NA
11/19/1986 - 07/30/1987
GRANITE CAPITAL
NA
02/25/1986 - 11/03/1986
ROBERT THOMAS SECURITIES, INC
NA
04/26/1985 - 02/27/1986
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
03/13/1984 - 10/11/1984
ROBERT THOMAS SECURITIES, INC
NA
05/26/1983 - 03/08/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/19/1980 - 03/16/1983
J.J.B. HILLIARD, W.L. LYONS, INC.
BC
Issued 03/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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