Susan Forgasch (CRD# 1999807) is an Investment Advisor Representative working at Westco Advisory Services, Inc. in Lynbrook, NY and has over 34 years of experience in the finance industry. Susan Forgasch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Westco Advisory Services, Inc. | Lynbrook, NY | Aug 2012 - Current | 11 |
| Westco Investment Corp. | Lynbrook, NY | Nov 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
- NY
-
Total Assets Under Management215MILLIONS
-
Total Number of Accounts314ACCOUNTS
-
Average Account Value$684,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, NJ, NY, TX
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