Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Alexis Grason is a financial advisor registered with Spark Financial Advisors, LLC. Suzanne is registered in Virginia, Texas, Pennsylvania, and North Carolina and has been in the financial services industry for over 18 years. Suzanne is a Certified Financial Planner and holds the Series 66 and Series 7 licenses. She provides financial planning and portfolio management services for individuals and businesses. Suzanne has experience working with high-net-worth individuals, as well as individuals other than high-net-worth.
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.
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.
% of assets under advisement
1
2
VA
12/12/2022 - Present
Spark Financial Advisors (RICHMOND VA)
VA
07/06/2005 - 07/11/2018
AMERIPRISE FINANCIAL SERVICES, INC. (RESTON VA)
MN
07/06/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Suzanne Grason is the right advisor for you? Invested Better is here to help.
