Unclaimed
Suzanne Meek pittman is a registered representative and investment advisor representative with Hilltop Securities Inc. Suzanne is a licensed professional with experience in the financial services industry. Suzanne has been active in the industry since 2013, and is committed to providing her clients with personalized financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
08/28/2024 - Present
Hilltop Securities Inc. (AUSTIN TX)
TX
07/27/2012 - 04/15/2021
HILLTOP SECURITIES INC. (AUSTIN TX)
TX
02/16/2010 - 07/30/2012
NEW ENGLAND SECURITIES (AUSTIN TX)
BOTH
Issued 08/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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