SS
CFP
SS
CFP

Susan Szalczynski

26 Years of Experience
BrokerSells Insurance

Susan Szalczynski is a CFP-designated registered investment advisor, based in Chicago, IL, with 26 years of industry experience.

Location

Chicago, IL

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Susan is involved with James B Szal & Co-Accounting Services, Signature Financial Services, LTD as an investment advisor representative, and Signature Brokerage Services, LTD as an insurance broker. She also owns The SLS Office LLC, an office building rental property.

Employment History
Current Registrations
First Heartland Capital, INC.Broker
September 2001 - Present · 24 yrs 7 mos
Signature Financial Services, LTD
March 2001 - Present · 25 yrs 1 mo
Previous Registrations
Marquis Financial Services, INC.Broker
November 1999 - September 2001 · 1 yr 10 mos
State Registrations3 states
FLILNC
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.