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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Andrea Powell is a financial advisor with Meridian Wealth Management, LLC. Suzanne has been in the industry since 2004 and holds a Series 6, 7, 63, and 66 licenses. Suzanne previously worked at Wells Fargo Advisors, LLC and Chase Investment Services Corp. Suzanne also has a strong background in insurance and is a Managing Member of Capital Strategies Group LLC. Suzanne specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Suzanne is also a board member of Arbor Youth Services and a book author.
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.
A percentage of the total value of assets under management is charged.
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KY
11/19/2016 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
KY
09/28/2012 - 11/21/2016
WELLS FARGO ADVISORS, LLC (LEXINGTON KY)
KY
07/06/2005 - 10/02/2012
CHASE INVESTMENT SERVICES CORP. (LEXINGTON KY)
IL
02/16/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 10/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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