Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan White is a financial advisor with Edward Jones. Susan has been in the financial services industry since September 2019. Susan is registered with FINRA, the state of Missouri, and 50 other states and holds Series 6, 7TO, 63, 65 and 66 licenses. Susan has experience working with individuals, families, small businesses, and non-profit organizations. Susan offers a variety of financial services, including financial planning, retirement planning, college savings planning, and investment management.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
06/25/2024 - Present
Edward Jones (ST LOUIS MO)
IL
12/08/2022 - 06/03/2023
J.P. MORGAN SECURITIES LLC (Fairview Heights IL)
MO
08/26/2022 - 10/26/2022
TD AMERITRADE, INC. (ST. LOUIS MO)
IL
10/16/2006 - 04/09/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (HERRIN IL)
BOTH
Issued 04/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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