Years of Experience
5-20+ Years
READING, PA
23 Years Experience
0 Disclosures
ADVISOR BIO
Susan Saleem is a financial advisor with over 20 years of experience in the industry. She has been registered with the Securities and Exchange Commission (SEC) since 2001. Susan is currently affiliated with Good Life Advisors, LLC, a registered investment advisor firm based in Reading, Pennsylvania. Previously, Susan has worked for several other financial firms including Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Susan has a strong track record of providing financial advice to individuals, families and businesses. She specializes in financial planning, portfolio management and educational seminars. Susan is also a licensed insurance agent, offering a range of insurance products to her clients.
SPECIALIZATIONS
PHILADELPHIA, PA
0 Disclosures
ADVISOR BIO
Susan Green, a Certified Financial Planner, is a registered investment advisor representative with Wescott Financial Advisory Group LLC. She has been with the firm since June 2013. Susan is registered in Pennsylvania, Texas and New Jersey. Susan is a licensed investment advisor representative.
SPECIALIZATIONS
West Conshohocken, PA
26 Years Experience
0 Disclosures
ADVISOR BIO
Susan Teresa Dudek is a financial advisor with over 20 years of experience in the industry. Susan has been registered with Morgan Stanley since 2009 and holds several licenses, including Series 63, Series 7, and SIE. Susan is a licensed advisor in multiple states, including Pennsylvania and Texas. Susan has a long history of working with individual clients, corporations, and institutions to help them reach their financial goals. Susan is committed to providing her clients with personalized financial advice and investment management services.
SPECIALIZATIONS
FORT WASHINGTON, PA
39 Years Experience
0 Disclosures
ADVISOR BIO
Susan Elizabeth Gress is a registered representative with Bancroft Capital, LLC. Susan has been in the financial services industry since 1985. She has a variety of experience, including working with CFG Capital Markets, LLC and Boenning & Scattergood, Inc. Susan holds the Series 7, 63, 65, 24 and SIE licenses, along with the Series 99TO Operations Professional examination. She is registered in over 20 states as an Investment Advisor Representative and has passed the Uniform Investment Adviser Law Examination. Susan is dedicated to providing her clients with sound financial advice and guidance to meet their financial goals.
SPECIALIZATIONS
PITTSBURGH, PA
33 Years Experience
0 Disclosures
ADVISOR BIO
Susan Lynn Packard is a registered representative with Hunter Associates LLC. Susan has been in the financial services industry since January 1992 and has been with Hunter Associates LLC since January 1995. Susan holds the Series 7 and Series 63 securities licenses. Prior to joining Hunter Associates LLC, Susan was employed by PARKER/HUNTER INCORPORATED and CHAPLIN-MULLAUGH, INCORPORATED.
SPECIALIZATIONS
PHILADELPHIA, PA
30 Years Experience
0 Disclosures
ADVISOR BIO
Susan Gardner is a financial advisor with Osaic Wealth, Inc. Susan has been in the industry since 1995. She is licensed in Pennsylvania. Susan holds the Series 6, SIE and Series 63 licenses. Osaic Wealth, Inc. is a Scottsdale, Arizona-based investment firm that manages over $94 billion in assets. The firm has been in operation for over 25 years and has a team of over 4,000 advisors. Osaic Wealth offers financial planning, portfolio management, and investment advisory services. They specialize in serving high-net-worth individuals, families, and institutions.
SPECIALIZATIONS
Berwyn, PA
19 Years Experience
0 Disclosures
ADVISOR BIO
Susan Mohacey is a registered representative with Morgan Stanley. Susan has been in the financial services industry since June 1, 2006. Susan has a Series 7, Series 66, and SIE licenses. Susan is registered in 49 states and the District of Columbia. Susan specializes in portfolio management for individuals, businesses and investment companies, and provides financial planning services. Susan was previously employed by Newbridge Securities Corporation and Haverford Trust Securities, Inc.
SPECIALIZATIONS
DALLAS, PA
0 Disclosures
ADVISOR BIO
Susan Shoemaker is a registered investment advisor with Riggs Asset Management Co. Inc. in Dallas, Pennsylvania. Susan has been in the industry since 1989 and is a licensed investment advisor in Pennsylvania. Susan has experience with a variety of investment products and services, including family office, financial planning, publication of periodicals, and selection of other advisors. Susan has also been registered with other firms in the past, including Fleet Securities Inc., FMG Securities Corp. and Salomon Brothers Inc.
SPECIALIZATIONS
DOYLESTOWN, PA
14 Years Experience
0 Disclosures
ADVISOR BIO
Susan Pajer is a financial advisor with over 12 years of experience in the industry. Susan is currently registered with Oppenheimer & Co. Inc. and is licensed to offer investment advice in a number of states. Previously, Susan was a financial advisor with WELLS FARGO ADVISORS, LLC. Susan specializes in providing investment advice to individuals and families, corporations, and retirement plans. She is committed to helping her clients achieve their financial goals through comprehensive financial planning and investment management. Susan's goal is to help her clients grow their wealth while protecting their assets.
SPECIALIZATIONS
Lehighton, PA
19 Years Experience
0 Disclosures
ADVISOR BIO
Susan Lovejoy is an investment advisor representative at Thrivent Investment Management Inc. with over 17 years of experience in the financial services industry. Susan has a strong background in providing financial planning and portfolio management services to individuals. She is also registered as an investment advisor in Pennsylvania and Texas. In addition to her work at Thrivent, Susan is active in her community, serving as President of the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church.
SPECIALIZATIONS