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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanne? Claim Your ProfileSusanne Vaishvila is a financial advisor with over 30 years of experience in the industry. Susanne is a Certified Financial Planner and has a wide range of experience, from providing investment advice to financial planning and managing portfolios for individuals and businesses. Susanne currently works at Raymond James Financial Services Advisors, Inc., in St. Peterburg, Florida, where she has been registered since 2020. Susanne previously worked at KOVACK SECURITIES INC. and FINANCIAL ASSETS CORPORATION. Susanne holds several securities licenses and is registered in the state of Florida.
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
FL
01/03/2020 - Present
Raymond James Financial Services Advisors, Inc. (St. Peterburg FL)
FL
10/10/2011 - 04/29/2019
KOVACK SECURITIES INC. (Naples FL)
FL
02/24/1987 - 03/26/2010
FINANCIAL ASSETS CORPORATION (BOCA RATON FL)
NA
09/04/1986 - 02/27/1987
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
09/24/1984 - 03/11/1986
ESI SECURITIES, INC.
BOTH
Issued 03/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/21/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/27/2012
Series 4 - Registered Options Principal Examination
BC
Issued 02/11/1987
Series 24 - General Securities Principal Examination
BC
Issued 12/11/1985
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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