Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Annette Lake is a registered investment advisor representative with Private Advisor Group, LLC. Suzanne has been in the financial services industry since 2006. She is licensed to provide financial advice in Florida, Maryland, North Carolina, Pennsylvania and South Dakota. Suzanne is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
03/04/2021 - Present
Private Advisor Group, LLC (Orwigsburg PA)
PA
06/30/2011 - 03/11/2021
WELLS FARGO CLEARING SERVICES, LLC (FRACKVILLE PA)
PA
05/21/2009 - 06/30/2011
PRIMEVEST FINANCIAL SERVICES, INC. (POTTSVILLE PA)
PA
05/26/2006 - 05/28/2009
WADDELL & REED, INC. (WYOMISSING PA)
IA
Issued 09/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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