Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susannah? Claim Your ProfileSusannah Elizabeth Harrison is a financial advisor currently registered with Planmember Securities Corp. in Carpinteria, California. Susannah has been in the financial services industry since 2014 and holds the Series 66, Series 7, and SIE licenses. Susannah also holds the Certified Financial Planner designation. Susannah is a financial services specialist and provides investment supervisory services through her other business, Independent Capital Management.
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.
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.
Provides investment supervisory services
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.
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2
CA
01/30/2019 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
08/28/2014 - 12/31/2018
SAGEPOINT FINANCIAL, INC. (SANTA BARBARA CA)
BOTH
Issued 10/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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