Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzan? Claim Your ProfileSuzan Elizabeth Elder is a financial advisor with over 12 years of experience in the industry. Suzan is currently registered with LPL Financial LLC. Previously, Suzan has also been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and B.B. Graham & Company, Inc.. Suzan has a wide range of experience in the financial services industry and holds several licenses and certifications. Suzan is committed to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
12/08/2022 - Present
LPL Financial LLC (CENTRALIA WA)
WA
03/22/2021 - 12/16/2022
B.B. GRAHAM & COMPANY, INC. (Seattle WA)
WA
01/10/2014 - 03/24/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
OR
10/06/2010 - 01/16/2014
MORGAN STANLEY (PORTLAND OR)
OR
04/13/2010 - 07/07/2010
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
IA
Issued 07/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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