Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susana? Claim Your ProfileSusana Haber is a financial professional with over 12 years of experience in the financial services industry. She is currently registered with Lifemark Securities Corp. in Pearl River, NY. Susana holds a Series 6 and a SIE license. Prior to joining Lifemark Securities Corp., Susana worked at Foresters Equity Services, Inc. and Ameritas Investment Corp. Susana provides financial planning and portfolio management services for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NY
10/29/2018 - Present
Lifemark Securities Corp. (Pearl River NY)
CA
04/18/2012 - 10/31/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NJ
06/30/2006 - 12/31/2010
AMERITAS INVESTMENT CORP. (UNION CITY NJ)
NJ
06/08/2006 - 06/30/2006
CARILLON INVESTMENTS, INC. (UNION CITY NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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