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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzan? Claim Your ProfileSuzan Michelle Hall is a Registered Investment Advisor Representative with Trpc Advisory Services. Suzan has over 10 years of experience in the financial services industry and has held various positions at several firms, including Edward Jones, GWFS Equities, Inc., and MML Investors Services, Inc. Suzan specializes in Retirement Planning and Pension Consulting and holds Series 6, 7TO, 63, and 65 licenses. In addition to her work as an advisor, Suzan is also a certified Group Fitness Instructor.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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CA
05/30/2024 - Present
Trpc Advisory Services (Huntington Beach CA)
MO
05/01/2020 - 04/13/2021
EDWARD JONES (ST. LOUIS MO)
CO
02/28/2017 - 04/03/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MD
08/30/2010 - 12/21/2010
NFP SECURITIES, INC. (BETHESDA MD)
MD
11/09/2009 - 09/03/2010
MML INVESTORS SERVICES, INC. (BETHESDA MD)
VA
07/02/2008 - 03/16/2009
INVESTORS SECURITY COMPANY, INC. (ALEXANDRIA VA)
MD
02/15/2008 - 05/23/2008
ING FINANCIAL ADVISERS, LLC (GREENBELT MD)
VA
11/10/2006 - 12/14/2007
GWFS EQUITIES, INC. (ALEXANDRIA VA)
MD
10/26/2004 - 10/26/2006
ING FINANCIAL ADVISERS, LLC (GREENBELT MD)
VA
04/11/2003 - 05/27/2003
RE INVESTMENT CORPORATION (ARLINGTON VA)
CO
10/21/2002 - 11/22/2002
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
07/05/2001 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 05/15/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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