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Susan Truman

Pruco Securities, LLC

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About Susan Truman

Susan Truman is a financial advisor registered with Pruco Securities, LLC. Susan has been in the industry since June 23, 2016. Susan is registered to provide securities advice in New Jersey and North Carolina. Susan has a Series 7, 63, and 65. Susan specializes in a variety of areas including Retirement Planning, Mutual Funds, Annuities, Stocks, Bonds, and Life Insurance.

Firm Information

Susan Truman is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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other

Compensation from lpl enterprise, llc

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Susan Truman’s Registration & Firm History

NJ

06/23/2016 - Present

Pruco Securities, LLC (Ledgewood NJ)

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Licenses & Designations

BOTH

Issued 11/02/2016

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/03/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Truman.
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