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Suzan Burke

Truist Securities, Inc.

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About Suzan Burke

Suzan Burke is a financial advisor at Truist Securities, Inc. Suzan has been in the financial services industry since 2017. Suzan specializes in providing investment advice to individuals and families. Suzan holds the Series 7, 63, 66, and SIE licenses. Suzan has worked at Wells Fargo Securities, LLC and American Express Financial Advisors Inc.

Firm Information

Suzan Burke is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Suzan Burke’s Registration & Firm History

NC

02/14/2023 - Present

Truist Securities, Inc. (CHARLOTTE NC)

NC

09/14/2017 - 12/07/2022

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

MN

08/09/2002 - 10/31/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/09/2002 - 10/31/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 09/21/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/23/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Suzan Burke.
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