Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenda? Claim Your ProfileGlenda Rae Suchy is a financial advisor who has been in the industry since 1989. Glenda Rae Suchy is currently registered with Raymond James & Associates, Inc., a large firm with offices in multiple states. Glenda Rae Suchy has extensive experience in the financial services industry, having previously worked at Morgan Stanley, Citigroup Global Markets Inc. and BOSC, Inc. Glenda Rae Suchy has a wide range of certifications and licenses, including the Series 63, Series 65, and Series 24. Glenda Rae Suchy is also a Certified Financial Planner.
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
06/01/2009 - 09/07/2017
MORGAN STANLEY (TULSA OK)
OK
06/23/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
OK
05/09/1995 - 06/21/2004
BOSC, INC. (TULSA OK)
SC
11/21/1989 - 05/11/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
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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