Unclaimed
Suzanne Elizabeth Kecmer is a financial advisor registered with Finalis Securities LLC. Suzanne is a seasoned financial professional with experience in the industry dating back to 1999. Suzanne has held previous positions with Potomac Capital Markets, LLC, Teneo Securities LLC, Kippsdesanto & Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Suzanne's expertise is supported by her successful completion of several industry exams, including Series 63, Series 7, Series 79, and SIE. She is licensed in several states including Arizona, Florida, Louisiana, Maryland, Texas, Virginia, and Washington.
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.
1
2
NY
08/13/2020 - Present
Finalis Securities LLC (New York NY)
MD
02/07/2018 - 05/11/2020
POTOMAC CAPITAL MARKETS, LLC (FREDERICK MD)
DC
03/04/2013 - 02/17/2016
TENEO SECURITIES LLC (WASHINGTON DC)
VA
03/12/2012 - 01/31/2013
KIPPSDESANTO & COMPANY (MCLEAN VA)
NY
03/17/1999 - 05/21/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Suzanne Kecmer is the right advisor for you? Invested Better is here to help.