Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Trpcevski is a financial professional with over 20 years of experience in the industry. Susan has a broad range of experience, having worked at several firms including BNY Mellon Capital Markets, LLC, Pershing LLC, Pershing Advisor Solutions LLC, Banc of America Securities LLC, Enskilda Securities Inc, Monarch Capital Group, LLC, and Laidlaw Global Securities, Inc. Susan holds a Series 4, Series 7, Series 24, and Series 63 license and is currently registered with J.P. Morgan Securities LLC. Susan focuses on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/06/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
01/13/2012 - 10/23/2014
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
04/23/2008 - 01/20/2012
PERSHING LLC (JERSEY CITY NJ)
NJ
04/18/2008 - 12/31/2008
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NY
03/17/2006 - 02/22/2008
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/20/2004 - 02/28/2006
ENSKILDA SECURITIES INC (NEW YORK NY)
NY
03/25/2002 - 02/04/2004
MONARCH CAPITAL GROUP, LLC (NEW YORK NY)
NY
08/27/1999 - 04/24/2002
LAIDLAW GLOBAL SECURITIES, INC. (NEW YORK NY)
NY
10/06/1997 - 09/15/1999
ANDREW GARRETT, INC. (NEW YORK NY)
BC
Issued 10/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
Not sure Susan Trpcevski is the right advisor for you? Invested Better is here to help.
