Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Craigie is a financial advisor with Raymond James & Associates, Inc. Susan has over 39 years of experience in the securities industry. Susan is registered in 21 states and holds several licenses including Series 7, Series 63, and Series 65. Susan provides a range of financial services including financial planning, portfolio management, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
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2
VA
02/13/2013 - Present
Raymond James & Associates, Inc. (RICHMOND VA)
VA
08/31/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (RICHMOND VA)
NY
05/22/2000 - 08/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
10/01/1999 - 06/05/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/29/1990 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
VA
03/16/1989 - 11/05/1990
SCOTT & STRINGFELLOW INVESTMENT CORPORATION (RICHMOND VA)
NA
10/20/1983 - 03/20/1989
WHEAT, FIRST SECURITIES, INC.
IA
Issued 07/02/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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