Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Walker-hanf is an Investment Advisor Representative with LPL Financial LLC. Suzanne has been in the industry since May 21, 2001. Suzanne is registered in 52 states and 2 states for investment advisory services. Suzanne is currently located in the FORT MILL, SC branch office of LPL Financial LLC. Suzanne has been with LPL Financial LLC since January 2011.
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.
Consulting and other non-discretionary advisory services
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
OH
06/27/2022 - Present
LPL Financial LLC (BLUFFTON OH)
OH
03/13/2009 - 01/13/2011
RBC CAPITAL MARKETS, LLC (CLEVELAND OH)
OH
03/02/2009 - 03/13/2009
FERRIS, BAKER WATTS, LLC (CLEVELAND OH)
OH
03/16/2007 - 03/12/2009
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
OH
05/02/2001 - 02/23/2007
A. G. EDWARDS & SONS, INC. (WESTLAKE OH)
BOTH
Issued 04/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/04/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/17/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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