Unclaimed Profile

Susan Jellis Veligor

CORNERSTONE FINANCIAL PLANNING, LLC·PORTSMOUTH, New Hampshire

Series 6, Series 63Clean record26 years registeredCORNERSTONE FINANCIAL PLANNING, LLC

210 COMMERCE WAY, PORTSMOUTH, NH 03801CRD# 2504046Firm CRD# 129656

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Jellis Veligor · PORTSMOUTH, NH

Registration

CRD #2504046 · CORNERSTONE FINANCIAL PLANNING, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORNERSTONE FINANCIAL PLANNING, LLC

CORNERSTONE FINANCIAL PLANNING, LLC

Mar 2004 – Dec 2022

PORTLAND, ME

MACKENSEN & CO INC

Apr 2000 – Mar 2004

HAMPTON, NH

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · April 13, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE FINANCIAL PLANNING, LLC

CRD 129656 · SEC 801-107703

AUM

$306M

Regulatory assets under management

Employees

934 client accounts

Services offered by CORNERSTONE FINANCIAL PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORNERSTONE FINANCIAL PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Susan Jellis Veligor offer?

Susan Jellis Veligor specializes in Financial Planning, Investment Management.

What are Susan Jellis Veligor's credentials?

Susan Jellis Veligor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Jellis Veligor located?

Susan Jellis Veligor is based in PORTSMOUTH, New Hampshire, last registered with CORNERSTONE FINANCIAL PLANNING, LLC.

How does Susan Jellis Veligor charge for services?

Susan Jellis Veligor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORNERSTONE FINANCIAL PLANNING, LLC?

CORNERSTONE FINANCIAL PLANNING, LLC has approximately 7 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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