Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzan? Claim Your ProfileSuzan McDaniel is a registered representative with Edward Jones, a firm with over 19,000 licensed agents and $824.9 billion in assets under management. Suzan McDaniel is a specialist in a number of financial areas, including stocks, bonds, mutual funds, variable annuities, and life insurance. Suzan McDaniel has been in the financial services industry for over 2 years.
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.
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.
See schedule d - miscellaneous
1
2
MO
05/10/2021 - Present
Edward Jones (ST. LOUIS MO)
BC
Issued 09/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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