Susan L Stone Schell

Current Employers

Employment History

• 04/2011 → 05/2019
  Lpl Financial Llc
  Albany, NY
• 06/2011 → Present
  Independent Financial Partners
  Albany, NY
• 05/2019 → Present
  Ifp Securities, Llc
  Albany, NY

Previous Registrations

• 2007-01-26 → 2011-05-02
  Pks Advisory Services, Llc
  Albany, NY

Other Businesses

(1) 04/29/2011: NON-VARIABLE INSURANCE - TERM LIFE INSURANCE, UL LIFE INSURANCE, DISABILITY INSURANCE, LTC INSURANCE MOST LKELY SOLD THROUGH THE AGENCY NEW YORK LONG TERM CARE BROKERS. - 5% OF TIME - ALBANY, NY. (2) Generations Planning Group, LLC; DBA; Fixed Insurance Insurance; Non-Investment Related; 2020 Western Ave, Albany, NY 12203; Non-variable term life insurance, UL Life Insurance, Disability Insurance, LTC insurance; Sales, Administration of traditional insurance products; Start 4/29/2011; 5 hrs/mo, 5 hrs/mo during trading. (3) Generations Planning Group, LLC; DBA; Investment Related; 2020 Western Ave, Albany, NY 12203; All business: securities and advisory business including variable life insurance and annuities; Financial Planning, rendering financial advice for a fee or commissions, or other related financial consulting. Start 4/29/11; 160 hr/mo, 130 hr/mo during trading. (4) 07/07/2014: IFP DBA GENERATIONS PLANNING GROUP, LLC - INV REL - 2020 Western Avenue Albany, NY 12203 - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) IFP DBA GENERATIONS PLANNING GROUP, LLC - START 01/21/2014 - 180 HRS/MO 130 DURING SECS TRDG HRS - FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, OR OTHER RELATED FINANCIAL CONSULTING (5) Warbler Brewery, LLC; Not investment related; 155 Delaware Ave, Delmar, NY 12054; Brewery; 7.5% ownership; start 10/15/19; 1 hour/week, non during trading hours. (6) Hartwick College Alumni Board; Non Profit 501(c)(3); Not investment related; PO Box 4022, Oneonta, NY 13820; Board Member; Member of alumni board, 4 meetings per year and some committee work; Start 10/23/20; 5 hr/mo, 0 during trading. DBA; Owner; (7) Advisors Insurance Brokers; Investment Related; 11 Executive Park Drive Clifton Park, NY 12065; Sale of Fixed Insurance which includes life insurance, disability and long term care cases through AIB (8) Westminster Presbyterian Church 85 Chestnut Street, Albany, NY 12210 , Board Member. Attend monthly meetings, approve church policies and annual budget Not Investment Related Start Date: 6/14/2022 4 hrs/mo, 0 hrs/mo during trading hours (9) Financial Planning Association of NENY - not investment related - PO Box 11565, Loudonville, NY 12211 - Non-Profit 501(c)(3) - board member - secretary - start date Nov. 8, 2023 - 4 hours/month - Assist with policy and planning for the chapter, taking notes as secretary.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-17
• S63 Uniform Securities Agent State Law Examination
  1997-12-12

Other Names

• Sue Stone
• Susan L. Stone
• Susan S Schell
• Susan L Schell
• Susan S Schell
• Susan L. Stone
• Sue Schell
• Susan L.S. Schell