Susan Kincaid

Vice President, Advisory Consulting Services, First Allied

Bio for Susan Kincaid Vice President, Advisory Consulting Services First Allied Securities Inc. An Advanced Equities affiliated company • Background in the Financial Services Industry, with a focus in Comprehensive Financial Planning and Analysis, Life Insurance and Annuity Production, Advisor Coaching with America Express Financial Advisors. Training and Recruitment of Investment Representatives licensed with One America Securities. • Has over a decade of experience in the Financial Services Industry, has held Series 7, Series 63, and Series 66 FINRA Licenses; Holds Life, Health and Variable Annuity License. • Sales, Leadership, Recruitment, Management, and Presentation skills have been utilized in industries, such as Financial Services, Mortgage Banking, Auto Manufacturing and Independent Business Building. • Accomplishments include, Advanced Advisor and Silver Team Advisor with American Express Financial Advisors, (CFM) Certified Financial Manager with Merrill Lynch and Sales Awards from Princess House International. • Bachelor of Science Degree, Business Major with a Marketing Emphasis, University of Missouri, Saint Louis