Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Stitham is a financial advisor with over 23 years of experience in the industry. Susan is a registered representative with Fidelity Personal And Workplace Advisors, where Susan offers financial planning services to individuals, businesses, and pension and profit-sharing plans. Susan also has experience in portfolio management and educational seminars. Susan is licensed in New Hampshire and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NH
04/22/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
01/06/1998 - 06/08/2012
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 03/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/22/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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