Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Stone is a financial advisor with Fidelity Personal And Workplace Advisors. Susan has been in the financial services industry since 1996 and holds Series 6, 7, 63 and 66 licenses. Susan is also a Certified Financial Planner™. Susan is registered to provide investment advice in 31 states and is also registered as an Investment Advisor Representative (IAR) in Ohio and Texas. Susan has been with Fidelity Personal And Workplace Advisors since 2018. Prior to that, Susan worked at Fidelity Brokerage Services, Inc. and Scudder Investor Services, Inc. Susan specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Susan is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
OH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
RI
10/16/1996 - 03/02/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
08/24/1990 - 09/23/1996
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 10/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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