Susan Schell is a registered investment advisor, based in Albany, NY, with 28 years of industry experience.
Location
2020 Western Ave, Albany, NY, 12203
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan sells various insurance products, including term life, UL life, disability, and long-term care insurance, dedicating about 10-20% of her time to this. She is also involved with Generations Planning Group, LLC, as a registered investment advisor, spending nearly full-time hours on securities and advisory business, including variable life insurance and annuities.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Tower Square Securities, INC.Broker
Waddell & Reed, INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations12 states
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