Unclaimed
Suzanne Elizabeth Kellogg is an Investment Advisor Representative with Bogart Wealth, LLC in McLean, VA. Suzanne has been in the industry since March 2008. Suzanne is registered with the state of Virginia. Suzanne Kellogg is also a Series 65 licensed professional.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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VA
07/27/2023 - Present
Bogart Wealth, LLC (MCLEAN VA)
IA
Issued 10/24/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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