Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzann? Claim Your ProfileSuzann Dorjath is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Suzann has been in the industry for over 6 years and is registered with FINRA and the state of Kansas. She holds the Series 7TO, Series 66, and SIE licenses and is qualified to provide investment advisory services in a variety of states. Prior to joining Wells Fargo, Suzann worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Triad Advisors LLC. Suzann has a proven track record of providing financial advice to individuals, families, and businesses.
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.
Investment consulting services to institutional clients
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
KS
11/30/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LEAWOOD KS)
KS
03/16/2023 - 11/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
IL
04/04/2022 - 01/11/2023
TRIAD ADVISORS LLC (Deerfield IL)
BOTH
Issued 05/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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