ADVISOR BIO

Susan Yang is a financial advisor at Morgan Stanley, with over 14 years of experience in the financial services industry. Susan is registered in 36 states and holds the Series 7, Series 66, and SIE exams. Susan has previously worked for Goldman Sachs & Co. LLC, UBS Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Corient Capital Partners. Susan specializes in financial planning, asset allocation advice, portfolio management for individuals, businesses, and investment companies, and pension consulting. Susan works with a wide range of clients, including individuals, high-net-worth individuals, businesses, corporations, investment clubs, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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ADVISOR BIO

Susan Knox is a financial advisor who has been in the industry since 2018. Susan is currently registered with LPL Financial LLC and has licenses in California, Texas and several other states. Before working for LPL Financial, Susan worked for WELLS FARGO CLEARING SERVICES, LLC and Northwestern Mutual Investment Services, LLC. Susan has various licenses and professional certifications, including Series 65, Series 63, Series 7, Series 9 and Series 10.

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ADVISOR BIO

Susan Wenjun Jiang is a financial advisor with HSBC Securities (USA) Inc. Susan is a registered representative with 29 approved state registrations and 14 approved SRO registrations. Susan has been in the industry since January 26, 2020.

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ADVISOR BIO

Susan Patricia Shaw is a financial advisor who has been in the industry since October 13, 2011. Susan is currently registered with Avantax Advisory Services and has been with them since January 2012. Susan provides a range of financial services, including financial planning, pension consulting, and portfolio management. Susan also offers educational seminars.

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ADVISOR BIO

Susan Heeran Chung is an investment advisor representative with Equitable Advisors, LLC. Susan has been in the financial services industry since May 1998. Susan has a Series 6, 7, 63 and 65 license and holds registrations in California, Hawaii, Nevada and Texas. Susan’s previous firm was MONY Securities Corporation. Susan provides financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. Susan is also a volunteer with the VITA (Volunteer Income Tax Assistance) Program and a tax preparer with Alleviate Tax.

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ADVISOR BIO

Susan Marie Dixon is an active investment advisor representative with Stifel, Nicolaus & Company, Inc. based in Irvine, CA. Susan has been in the securities industry since October 1997. Previously, Susan worked for MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Susan has a wide range of experience and expertise in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Susan holds Series 3, 7, 8, 9, 10, 31, 63, and 65 licenses.

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ADVISOR BIO

Susan Fong is a registered investment advisor representative with RBC Capital Markets, LLC and has been in the industry since March 4, 1998. Susan has experience working for several firms including First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC OF AMERICA INVESTMENT SERVICES, INC. Susan's area of expertise includes Retirement Planning, College Savings Plans, and Estate Planning. Susan is currently registered to provide investment advice in 14 states.

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ADVISOR BIO

Susan Green is a financial professional with over 12 years of experience in the financial services industry. Susan has a Series 66, Series 7, Series 6TO, and SIE licenses. Susan works with individuals and corporations. Susan is registered with USA Financial Securities LLC and has previously worked with J.P. Turner & Company, L.L.C. and Morgan Stanley. Susan is a registered Investment Advisor Representative and has a current employment at USA Financial Securities LLC. Susan provides financial planning, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

Susan Louie Leong is a financial advisor registered with LPL Financial LLC. Susan has been in the financial services industry since 2013. Prior to joining LPL Financial LLC, Susan was a Registered Representative with Wedbush Securities Inc. Susan holds the Series 4, 7, 24, 53, 57, 63, 66 and 79 licenses as well as the SIE exam. Susan is registered to provide investment advisory services in California, Texas, and Washington. Susan has a strong commitment to providing personalized financial advice to her clients. Susan is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Susan Valdivia is a financial advisor with Raymond James & Associates, Inc. Susan has been in the financial services industry since August 2006. Susan has a strong track record of success in providing financial advice to individuals, families, and businesses. She is committed to providing her clients with personalized financial planning and investment management services. Susan is registered to offer securities in Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. Susan holds the Series 66, SIE, and Series 7 licenses. Susan is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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