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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 Denise Strong is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Suzanne has been in the securities industry since December 1995 and is currently registered in New Mexico and Texas. She is licensed to provide investment advice in both states. Suzanne has extensive experience in financial planning and portfolio management and specializes in providing investment advice to individuals, businesses, and institutions. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Prior to joining Merrill Lynch, Suzanne held positions at BANC OF AMERICA INVESTMENT SERVICES, INC., NATIONSBANC INVESTMENTS, INC., NATIONSSECURITIES and PRUDENTIAL SECURITIES INCORPORATED.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NM
06/15/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALBUQUERQUE NM)
NM
12/22/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALBUQUERQUE NM)
MA
01/01/1998 - 12/14/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
12/19/1997 - 01/01/1998
NATIONSSECURITIES
NY
08/31/1994 - 08/21/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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