Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suoeja? Claim Your ProfileSuoeja Kummar is a financial advisor with over 30 years of experience in the financial services industry. Suoeja is currently registered with Osaic Wealth, Inc. and has previously held positions with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., FSC SECURITIES CORPORATION, WMA SECURITIES, INC., and PFS INVESTMENTS INC. Suoeja holds multiple licenses and certifications, including Series 6, Series 26, and Series 63. Suoeja specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
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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2
OH
09/01/2023 - Present
Osaic Wealth, Inc. (TOLEDO OH)
OH
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TOLEDO OH)
AZ
12/05/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
09/10/2001 - 12/06/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
05/14/1994 - 09/20/2001
WMA SECURITIES, INC. (DULUTH GA)
GA
03/04/1993 - 12/31/1993
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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