Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Carlson has been in the financial industry since 2006 and has a Series 6, Series 63, and SIE license. Currently, Suzanne is registered with Empower Financial Services, Inc. Suzanne has previously worked for GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., and American Century Investment Services Inc.
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.
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.
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2
KS
12/08/2016 - Present
Empower Financial Services, Inc. (OVERLAND PARK KS)
KS
09/02/2014 - 04/17/2015
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
03/04/2009 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
MO
03/17/1997 - 08/13/2001
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 03/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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