Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Jalbert is a financial advisor with First Citizens Investor Services, Inc. Susan has a Series 63, Series 6TO, and SIE. Susan has been in the industry since June 22, 2023. Susan is licensed in South Carolina.
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.
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.
A percentage of the total value of assets under management is charged.
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2
SC
06/23/2023 - Present
First Citizens Investor Services, Inc. (Batesburg SC)
BC
Issued 09/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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