Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Studdard Lewis is a financial advisor registered with Avantax Advisory Services. Susan has been in the industry since 1986 and is currently licensed in several states. Susan specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Susan is also a registered investment advisor in Georgia.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
10/06/2010 - Present
Avantax Advisory Services (SANDERSVILLE GA)
GA
08/05/2008 - 01/19/2010
CANTELLA & CO., INC. (SANDERSVILLE GA)
GA
07/02/1999 - 08/11/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SANDERSVILLE GA)
MO
10/06/1993 - 07/03/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NY
11/20/1985 - 07/15/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Lewis is the right advisor for you? Invested Better is here to help.
