Unclaimed
Suzanne Elizabeth Markus is a financial advisor registered with Benjamin F. Edwards & Company, Inc.. Suzanne is licensed to provide investment advice in Illinois and Missouri. Previously, Suzanne was with Raymond James Financial Services, Inc. and UBS Financial Services Inc. Suzanne has been in the financial industry since 2018. Suzanne has a Series 66, SIE, and Series 7 licenses. Suzanne is dedicated to providing financial advice to individuals, families, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
03/15/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
06/03/2020 - 03/22/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Clayton MO)
MO
08/21/2018 - 06/12/2020
UBS FINANCIAL SERVICES INC. (ST. LOUIS MO)
BOTH
Issued 08/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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