Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Guo is an investment advisor representative at Cambridge Investment Research Advisors, Inc. located in Deerfield, IL. Susan has been in the industry since September 5, 2021. Susan holds the Series 66, Series 7TO, and SIE licenses. Susan is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia, and Wisconsin. Susan was previously employed by LPL FINANCIAL LLC in DEERFIELD, IL from 8/25/2021 to 12/23/2021.
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
IL
01/05/2022 - Present
Cambridge Investment Research Advisors, Inc. (Deerfield IL)
IL
08/25/2021 - 12/23/2021
LPL FINANCIAL LLC (DEERFIELD IL)
BOTH
Issued 10/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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