Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanna? Claim Your ProfileSusanna M. Phillips is an investment professional with PFS Investments Inc. based in INDIANAPOLIS, IN. Susanna has been in the industry since November 2022. Susanna is registered with FINRA and in 13 states as a broker. She is also registered in Indiana as an investment advisor representative. Susanna holds the Series 6TO, SIE, and Series 63 licenses. Susanna specializes in portfolio management 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.
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.
A percentage of the total value of assets under management is charged.
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IN
11/04/2022 - Present
PFS Investments Inc. (INDIANAPOLIS IN)
BC
Issued 12/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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