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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Suszan is a financial advisor with over 40 years of experience in the industry. Mark is a registered representative and investment advisor representative in the state of Michigan. Mark is also registered in 16 other states. Mark is currently employed by Raymond James Financial Services Advisors, Inc. and was previously employed by Locust Street Securities, Inc. and BMA Financial Services, Inc. Mark specializes in providing financial advice to individuals, businesses, and institutions. Mark has a broad range of experience in providing financial advice and has passed numerous examinations, including the Series 6, 7, 22, 24, 51, 62, 63, and 65. Mark has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
09/24/2010 - Present
Raymond James Financial Services Advisors, Inc. (BIRMINGHAM MI)
IA
01/01/2002 - 06/20/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
10/14/1991 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
07/27/1981 - 10/14/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 02/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/18/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/23/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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