Verified recordFinancial Services

Sue Herman

Administrative Associate at Pence Wealth

Based in Santa Ana, United States

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Seniority

Staff

Department

General Business & Management

Location

Santa Ana

Industry

Financial Services

Company size

18

Contact information

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Email

1 credit

s•••••••@pencewealthmanagement.com

Phone

5 credits

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Background

About Sue Herman

Previously employed as an Administrative Assistant in the legal and non-legal fields. I am open to many different fields of opportunities. I have sought new challenges where I can utilize my learned assets. I remain organized and focused. As a strong asset, I am extremely detail oriented, plus I work well with numbers. I learn quickly, execute reliability, and adapt to situations while working and communicating with my peers and supervisors. My employment positions have favored me to access variety in my daily routines! • The financial consultants of Pence Wealth Management are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA/SIPC, please refer to ‘Contact Info’ section. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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