Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lynn Burns is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Susan Lynn Burns is registered in 36 states and has been working in the financial industry since 1992. Susan Lynn Burns specializes in providing investment advice to individuals, corporations, high net worth individuals, charitable organizations, and pension and profit-sharing plans. Susan Lynn Burns has been with Merrill Lynch since 2015. Prior to that, Susan Lynn Burns worked at Bush Burns Securities, Inc. and State Discount Brokers, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
11/01/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
11/20/1992 - 12/03/2003
BUSH BURNS SECURITIES, INC. (BLOOMFIELD HILLS MI)
NJ
10/22/1986 - 01/03/1991
STATE DISCOUNT BROKERS, INC. (BEDMINSTER NJ)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/24/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/20/1987
Series 4 - Registered Options Principal Examination
BC
Issued 12/29/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/16/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/6/2016
Series 7 - General Securities 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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