Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanna? Claim Your ProfileSusanna Elizabeth McAuliffe is a registered representative with Fidelity Personal AND Workplace Advisors. Susanna has been in the industry since 2010. Susanna is registered with the state of Massachusetts and has held other licenses in the past. Susanna is currently working out of the Radnor, PA office. Susanna has worked with several other firms throughout her career, including Columbia Management Investment Distributors, Inc., ING Financial Partners, Inc., and J.P. Morgan Securities Inc. Susanna's areas of specialization include retirement planning, education planning, estate planning, and insurance.
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.
1
2
PA
01/02/2024 - Present
Fidelity Personal AND Workplace Advisors (RADNOR PA)
MA
03/23/2011 - 09/29/2011
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
01/03/2011 - 03/09/2011
ING FINANCIAL PARTNERS, INC. (N. QUINCY MA)
MA
06/12/2009 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (N. QUINCY MA)
MA
10/01/2008 - 06/03/2009
J.P. MORGAN SECURITIES INC. (BOSTON MA)
MA
09/16/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BOSTON MA)
BOTH
Issued 11/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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