Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Shuhua Li is a registered representative of MML Investors Services, LLC, located in Flushing, NY. Susan has been in the securities industry since 2010 and has experience in both investment advisory and broker-dealer roles. Susan has a Series 6 and SIE license, and she has successfully passed the Uniform Securities Agent State Law Examination (Series 63) in New York. Susan has also held previous registrations with MSI Financial Services, Inc. and has held the active state registration in New York since 2017.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (FLUSHING NY)
NY
09/02/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FLUSHING NY)
BC
Issued 03/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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