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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Michael Suchy is a financial advisor at Raymond James & Associates, Inc. located in Tulsa, Oklahoma. Brent has been in the financial services industry since February 2010. He is registered with the state of Oklahoma and has an active FINRA license. He has a strong background in helping individuals and families reach their financial goals. Brent has worked with a number of clients in the past and has a high level of expertise in areas such as financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
09/26/2017 - Present
Raymond James & Associates, Inc. (TULSA OK)
OK
09/08/2015 - 09/07/2017
MORGAN STANLEY (TULSA OK)
OK
02/22/2010 - 09/08/2015
ARVEST ASSET MANAGEMENT (TULSA OK)
BOTH
Issued 04/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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