Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan T Gillespie is a financial advisor with Mariner Independent. Susan has been in the industry since February 20, 2015. Susan is registered with the state of Pennsylvania and is also registered to provide investment advice in California, Delaware, Florida, New Jersey, Pennsylvania, and Virginia. Susan has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Susan's areas of expertise include financial planning, portfolio management, and retirement planning. Susan is committed to providing her clients with the highest level of personalized service 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.
Guidance on pension options to ensure a secure financial future.
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
PA
10/09/2024 - Present
Mariner Independent (Newtown Square PA)
PA
10/07/2020 - 10/14/2021
TRUIST INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
VA
09/27/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
01/26/2015 - 10/03/2018
PRUCO SECURITIES, LLC. (CHALFONT PA)
IA
Issued 03/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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