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Susan L. Neculae

GATEWAY FINANCIAL AGENCY
Arcadia, FL 34266
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CRD#: 1171376
SN

Professional summary


Susan Louise Neculae, who also goes by Susan Louise Mack, is a registered financial professional currently at GATEWAY FINANCIAL AGENCY CORPORATION located in Arcadia, Florida.

Susan is registered as a RR (Registered Representative) and started their career in finance in 1983. Susan has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 6, Series 28 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan Louise Mack

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Susan Louise Neculae's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 15, 1994 - Present

GATEWAY FINANCIAL AGENCY CORPORATION

Office #1: 1576 Nw Pine Creek Avenue, Arcadia, FL 34266
BD
CRD#: 35864
Arcadia, FL
Past

March 8, 1993 - April 26, 1994

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
SIOUX FALLS, SD
Past

September 21, 1992 - January 1, 1993

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

August 23, 1983 - May 7, 1992

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/21/1994)

Exams


State Security Law Exam
RR
Series 63
Date: 8/9/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 5/20/1994
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


GF
GATEWAY FINANCIAL AGENCY CORPORATION
GATEWAY FINANCIAL AGENCY CORPORATION

CRD#: 35864 / SEC#: , 8-46992

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
1576 Nw Pine Creek Avenue, Arcadia, FL 34266
Mailing Address
1576 Nw Pine Creek Avenue, Arcadia, FL 34266
Phone number
(863) 993-2682
Established
Delaware since 09/30/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NECULAE, ILIECHIEF COMPLIANCE OFFICER1164384
NECULAE, ILIEPRESIDENT1164384
NECULAE, SUSAN LOUISESECRETARY/TREASURER1171376

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GATEWAY FINANCIAL AGENCY CORPORATION

CRD#: 35864Arcadia, FL 34266

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