Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzan luna? Claim Your ProfileSuzan luna Jaffe is a financial advisor with Vanderbilt Advisory Services, a firm with over $1 billion in assets under management. Suzan luna has been in the financial services industry since 2003, and is a Certified Financial Planner. Suzan luna has a focus on providing financial planning, portfolio management for businesses and individuals. Suzan luna has worked with over 6,400 clients and manages more than $1.6 billion in assets.
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.
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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NY
11/11/2022 - Present
Vanderbilt Advisory Services (WOODBURY NY)
OR
08/20/2010 - 10/15/2020
KMS FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
04/15/2003 - 08/24/2010
EDWARD JONES (PORTLAND OR)
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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