Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Knobel is an Investment Advisor Representative at Potomac Fund Management. Suzanne has been in the financial industry for a significant amount of time, having worked at a number of firms in Houston, Texas. Suzanne is licensed to provide investment advice in Texas and is currently registered with Potomac Fund Management. Suzanne specializes in advising individuals, investment companies and providing publications.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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TX
04/28/2023 - Present
Potomac Fund Management (Houston TX)
IA
Issued 08/04/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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