Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hansen is a financial advisor with over 35 years of experience in the industry. Susan is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 22, 24, and 63 licenses. Susan specializes in financial planning, portfolio management for businesses and individuals, and retirement planning. Susan has worked at several financial institutions over the years, including CADARET, GRANT & CO., INC., LEGEND EQUITIES CORPORATION, LEGEND CAPITAL CORPORATION, and FIRST INVESTORS CORPORATION. She is currently registered with Vanderbilt Advisory Services.
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.
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.
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2
NY
02/05/2021 - Present
Vanderbilt Advisory Services (Fayetteville NY)
NY
07/14/1995 - 01/26/2021
CADARET, GRANT & CO., INC. (FAYETTEVILLE NY)
FL
01/01/1994 - 07/19/1995
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
08/20/1986 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
07/19/1985 - 04/23/1986
FIRST INVESTORS CORPORATION
BC
Issued 08/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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