Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzana? Claim Your ProfileSuzana Bogoevska is a financial advisor with IHT Wealth Management LLC. Suzana has been in the financial services industry for over 25 years. She is a Certified Financial Planner™ and a Chartered Financial Analyst®. Suzana has experience working with individuals, corporations, high net worth individuals, charitable organizations and other investment advisors. Her specializations include retirement planning, estate planning, college savings, and insurance. Suzana is registered with the state of Michigan as an Investment Advisor Representative. She is also a registered representative of IHT Wealth Management LLC.
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.
Financial planning fees
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IL
04/30/2021 - Present
IHT Wealth Management LLC (CHICAGO IL)
OH
06/03/2014 - 12/17/2015
PNC INVESTMENTS (TOLEDO OH)
MI
06/02/2009 - 01/28/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTHFIELD MI)
MI
04/28/2006 - 09/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
06/16/2005 - 05/23/2006
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
TX
07/14/1992 - 01/04/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
11/09/1989 - 05/31/1991
OLDE DISCOUNT CORPORATION (DETROIT MI)
MN
04/18/1989 - 07/19/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/18/1989 - 07/19/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/24/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/01/1990
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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