Susan Marie Wanamaker
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
41 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Beacon Financial Advisory LLCNov 2023 to now
- Beacon Financial PartnersAug 2020 to now
- Capital Analysts, LLCJul 2020 to now
- Lincoln Investment Planning, LLCJul 2020 to now
- Equitable Advisors, LLCDec 2019 to Jul 2020
- AXA Advisors, LLCDec 2019 to Jun 2020
- Fidelity Personal & Workplace AdvisorsJan 2019 to Sep 2019
- Fidelity BrokerageOct 2018 to Sep 2019
- Fidelity Brokerage Services LLCOct 2018 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (OH).
Beacon Financial Advisory LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 1084399
- 174334