Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Susskind Theder is a financial professional with over 30 years of experience in the financial services industry. Susan has a broad range of experience with several different firms and specializes in providing financial planning, portfolio management, and pension consulting services. Susan is currently affiliated with Calton & Associates, Inc. in Tampa, Florida.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/19/2022 - Present
Calton & Associates, Inc. (TAMPA FL)
NY
04/21/2020 - 09/09/2021
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NE
04/21/2020 - 09/09/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
04/21/2020 - 09/09/2021
TRIAD ADVISORS LLC (ATLANTA GA)
GA
10/28/2016 - 09/09/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/28/2016 - 09/09/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/28/2016 - 09/09/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
10/28/2016 - 09/09/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
TN
04/21/2020 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
WA
04/21/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
FL
04/21/2020 - 09/16/2020
INVESTACORP, INC. (MIAMI FL)
CA
03/06/2015 - 03/03/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
03/06/2015 - 03/03/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
03/06/2015 - 03/03/2016
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
01/16/2015 - 03/03/2016
FIRST ALLIED SECURITIES, INC. (El Segundo CA)
CA
08/17/2012 - 03/03/2016
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
09/22/2010 - 03/03/2016
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
09/22/2010 - 03/03/2016
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
08/09/2010 - 03/03/2016
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
03/06/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)
MA
10/07/2005 - 06/24/2010
PERSHING LLC (QUINCY MA)
RI
10/12/2000 - 10/21/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
10/18/1995 - 01/25/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
03/24/1993 - 09/20/1995
BAYBANKS BROKERAGE SERVICES, INC.
NY
08/30/1991 - 01/18/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 09/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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