Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susana? Claim Your ProfileSusana Vidan is a financial advisor with Fidelity Personal And Workplace Advisors. Susana has been in the financial services industry since 2006, and has a broad range of experience in financial planning, portfolio management, and investment advice. Susana is a Certified Financial Planner and holds the Series 6, 7, 63, 65, and 66 licenses. Susana has a strong commitment to helping clients reach their financial goals.
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.
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.
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
CT
01/17/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWICH CT)
NY
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WHITE PLAINS NY)
NY
08/11/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (WHITE PLAINS NY)
CT
05/24/2011 - 07/21/2014
SCOTTRADE, INC. (STAMFORD CT)
CT
12/18/2006 - 09/02/2010
METLIFE SECURITIES INC. (STAMFORD CT)
CT
12/18/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
BOTH
Issued 12/30/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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