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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 Buchanan Taylor is a registered investment advisor representative with Miracle Mile Advisors, LLC. Suzanne has been in the financial industry for over 20 years and has experience with a variety of clients including individuals, corporations, pension plans, and charitable organizations. Suzanne holds Series 4, 7, 24 and 65 licenses. Suzanne has previously worked with Capital One Investing, LLC, RFS Partners, Kelmoore Investment Company, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Suzanne's expertise includes financial planning, pension consulting, and portfolio management.
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.
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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CA
11/22/2022 - Present
Miracle Mile Advisors, LLC (LOS ANGELES CA)
VA
11/10/2016 - 06/12/2019
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
CO
04/14/2008 - 07/05/2016
RFS PARTNERS (DENVER CO)
CA
01/14/2002 - 04/04/2008
KELMOORE INVESTMENT COMPANY, INC. (PALO ALTO CA)
MN
08/11/2000 - 01/08/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/11/2000 - 01/08/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2004
Series 4 - Registered Options Principal Examination
BC
Issued 03/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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