Susan Hoyt

I'm Susan Lynn Hoyt, an American professional financial consultant and expert trader. I currently work with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD# 7691).


I Have A Passion For Keeping The Financial Wellbeing of my clients in the well desired state and a little more

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About-me

Susan Lynn Hoyt

01.

I am a Passionate Financial Consultant

Hello, I'm Susan Lynn Hoyt, an American professional financial consultant and expert trader. I currently work with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD# 7691).

Over the past decades, I have helped five financial institutions become one of the largest money managers in the world. I have helped more than one thousand individuals and families achieve their financial goals.

I'm a professional investment adviser and a top-notch broker. I'm also an active professional trader with over 30 trading platforms

EMAIL:     [email protected]
JOB:     Financial Consultant

View Qualifications

Examinations

02.

Qualifying Exams

I Have Taken And Passed The Following Important Qualifying Examinations

State Securities Law Exam

Series 66 - Uniform Combined State Law Examination - Sep 7, 2007




01.

General Industry/Products Exam

SIE - Securities Industry Essentials Examination - Oct 1, 2018


Series 7 - General Securities Representative Examination - Jul 16, 1999


02.

My Resume

03.

work experience

I have worked extensively in the financial markets with the following companies

2013 - Present (8 years)

Investment Adviser & Broker

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
2009 - 2013 (3 years)

Investment Adviser & Broker

MORGAN STANLEY (CRD# 149777)
2007 - 2009 (2 years)

Investment Adviser & Broker

MORGAN STANLEY & CO INCORPORATED (CRD# 8209)
1999 - 2007 (8 years)

Broker & Investment Adviser

UBS FINANCIAL SERVICES INC. (CRD# 8174)

My Work Process

04.

How I Work

I make great returns for my clients by keeping to this work process methodically, making sure that everything is in place in a given step before proceeding to the next one

Planning

Planning & Research

I do a lot of planning and extensive research before I start up any trade, investment or financial adventure. These two keywords have been the bedrock of my success over the years

01.
Analysis

Analysis & Strategy

Analysing your market based on the high/low index is the next step to follow through before going on any trade. Always develop the right strategy to trade with before investing in a market.

02.
Testing

Testing & Review

Before going all in, I test my strategy with demo accounts or starting small. This gives me feedback with data to review and decide if I'm sticking to a particular strategy or not.

03.
Trading

Trading Without Restrictions!

Once you've gone through these processes and developed your unique trading strategy, you're good to go. Remember, There's always need to review incase your strategy falls through.

04.

Registrations

05.

Broker Registrations

These are the registrations I have completed including self-regulatory organizations (SRO)

Cboe BYX Exchange, Inc.

100%

Cboe BZX Exchange, Inc.

100%

Cboe EDGA Exchange, Inc.

100%

Cboe EDGX Exchange, Inc.

100%

Cboe Exchange, Inc.

100%

FINRA

100%

Investors' Exchange LLC

100%

Nasdaq PHLX LLC

100%

Nasdaq Stock Market

100%

New York Exchange

100%

My Clients

06.

What Clients Say

What my clients say about me.

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Projects Completed

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Happy Clients



Awards Won

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Coffee Cups

Contact Me

07.

Get In Touch

I’d love to trade with you!

Check the background of Susan Hoyt on Finra's Broker Check