Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susannah? Claim Your ProfileSusannah Drevers is an investment advisor representative with Morgan Stanley. Susannah Drevers is licensed to provide investment advice in 53 states and has been in the financial services industry since March 26, 2001. Susannah Drevers has passed numerous securities exams including the Series 3, 7, 9, 10, 31, 66, 79TO and SIE. Susannah Drevers provides investment advice to individual clients, high-net-worth individuals, corporations, and other businesses, investment clubs, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities and banking or thrift institutions. Susannah Drevers specializes in asset allocation, financial planning, portfolio management, and the selection of other advisers.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
07/19/2018 - Present
Morgan Stanley (DOYLESTOWN PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAYNE PA)
PA
03/27/2001 - 04/02/2007
MORGAN STANLEY DW INC. (WAYNE PA)
BOTH
Issued 05/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Susannah Drevers is the right advisor for you? Invested Better is here to help.
