Susan Joy Newman

Current Employers

Employment History

• 08/2012 → 11/2021
  Cuso Financial Services, Lp
  San Diego, CA
• 08/2012 → 11/2021
  Abnb Federal Credit Union
  Chesapeake, VA
• 11/2021 → 04/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2022 → Present
  Newman Financial Services
  Chesapeake, VA
• 01/2022 → Present
  Newman Financial, Llc
  Chesapeake, VA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN

Previous Registrations

• 2022-05-11 → 2023-06-29
  Cetera Wealth Services, Llc
  Chesapeake, VA

Other Businesses

1. NAME OF OTHER BUSINESS: JOE NEWMAN AND ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT REPRESENTATIVE START DATE: 10/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL AND INSURANCE SERVICES; 2. NAME OF OTHER BUSINESS: NEWMAN FINANCIAL SERVICES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: NEWMAN FINANCIAL, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LLC-S, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT; SOCIAL CHAIR: BOARD OF DIRECTORS FOR CHESAPEAKE ROTARY, 2/HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-05
• S63 Uniform Securities Agent State Law Examination
  2013-06-26