Susan Hall
CERTIFIED FINANCIAL PLANNER™ at Raymond James Financial Services, Inc.
- Role
- Certified Financial Plannertm at Raymond James - John Lipaj
- Location
- Glenview, IL, US
- LinkedIn followers
- 500 followers
About Susan Hall
Specialties: For important disclosure information, please see \"Social Media Disclosure\"…
Experience
Certified Financial Plannertm
Feb 1999 — Present
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
Northwestern University
MAT
1971 — 1972
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
1979 — 1984
Skills
- Wealth Management
- 401k
- Portfolio Management
- Investments
- Investment Strategies
- Financial Services
- Long Term Care
- Securities
- Finance
- Retirement
- Financial Advisory
- Ira's
- Personal Finance
- Strategic Financial Planning
- Asset Management
- Retirement Planning
- Estate Planning
- Series 7
- Financial Planning
- Investment Advisory
- Asset Allocation
- Annuities
- Iras
- Long-Term Care
- Mutual Funds
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.