SI
SI

Susan Izyk

30 Years of Experience
Syracuse, NY
BrokerSells Insurance

Susan Izyk is a registered investment advisor, based in Syracuse, NY, with 30 years of industry experience.

Location

231 Salina Meadows Pkwy Ste 100, Syracuse, NY, 13212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Susan works for the Liverpool School District monitoring the lunch room, dedicating a few hours per week. She is also an agent for Bankers Life and Casualty Company, selling life insurance, Medicare Supplement, annuity, and other insurance products, which takes about half of her time.

Employment History
Current Registrations
Bankers Life Securities, INC.Broker
June 2022 - Present · 4 yrs 3 mos
Bankers Life Advisory Services, INC.
June 2022 - Present · 4 yrs 3 mos
Previous Registrations
Citizens Investment Services
October 2017 - December 2020 · 3 yrs 2 mos
Citizens Securities, INC.Broker
August 2014 - December 2020 · 6 yrs 4 mos
Metlife Securities INC.Broker
March 2010 - September 2013 · 3 yrs 6 mos
M&t Securities, INC.Broker
May 2006 - March 2010 · 3 yrs 10 mos
Hsbc Securities (USA) INC.Broker
January 2005 - May 2006 · 1 yr 4 mos
Hsbc Brokerage (USA) INC.Broker
July 1996 - January 2005 · 8 yrs 6 mos
Aetna Life Insurance and Annuity CompanyBroker
September 1987 - July 1990 · 2 yrs 10 mos
State Registrations2 states
NYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Susan Izyk - Financial Advisor | TrueAdvisor