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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suchitra? Claim Your ProfileSuchitra Sampath Busch is an investment advisor representative for EP Wealth Advisors with over 20 years of experience in the financial services industry. Suchitra is a dedicated and experienced professional who is passionate about helping individuals and families achieve their financial goals. Suchitra has held previous roles at firms including INVEST FINANCIAL CORPORATION, FIDELITY BROKERAGE SERVICES LLC, WACHOVIA SECURITIES, LLC, FIFTH THIRD SECURITIES, INC., CHARLES SCHWAB & CO., INC., DEAN WITTER REYNOLDS INC., MCDONALD & COMPANY SECURITIES, INC. and JANUS DISTRIBUTORS, INC. Suchitra is committed to providing her clients with personalized advice and comprehensive financial planning services.
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.
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.
Retirement plan advisory services & tax preparation services
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.
A percentage of the total value of assets under management is charged.
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CA
01/06/2025 - Present
EP Wealth Advisors (TORRANCE CA)
MI
01/15/2014 - 11/03/2016
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
12/22/2008 - 11/06/2013
FIDELITY BROKERAGE SERVICES LLC (SOUTHFIELD MI)
MI
07/19/2007 - 12/11/2008
WACHOVIA SECURITIES, LLC (WEST BLOOMFIELD MI)
MI
09/21/2004 - 08/09/2007
FIFTH THIRD SECURITIES, INC. (SOUTHFIELD MI)
TX
02/24/1999 - 08/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/09/1995 - 02/16/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
OH
10/12/1994 - 12/13/1994
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
CO
07/29/1993 - 10/07/1993
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 12/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2008
Series 3 - National Commodity Futures Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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