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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzann? Claim Your ProfileSuzann Zadanosky is a financial advisor with UBS Financial Services Inc. She has been in the industry since 1998. Suzann is licensed to provide advisory services in Florida, New Jersey and New York. She has a variety of professional designations, including Certified Financial Planner, and has experience working with clients in a variety of categories, including individuals, corporations and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
02/18/2009 - Present
UBS Financial Services Inc. (WEST PALM BEACH FL)
FL
05/03/2006 - 12/31/2008
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
PA
03/20/2001 - 04/05/2006
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
10/29/1998 - 03/23/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/29/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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