Unclaimed
Carla Alice Suchy is a financial professional with over 11 years of experience in the industry. Carla has a strong background in securities, having passed the Series 6, 7, 63 and SIE exams. Carla currently works at U.S. Bancorp Investments, Inc. where she is a Registered Representative. Carla has been with U.S. Bancorp Investments, Inc. since October 2012, and prior to that was a registered representative with Transamerica Capital, Inc. in Denver, Colorado. Carla provides a wide range of services, including financial planning, portfolio management, and publication of periodicals. Carla focuses on serving individuals, corporations and businesses, high net worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
10/04/2012 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
CO
06/01/2011 - 08/06/2012
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BC
Issued 07/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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