Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Elizabeth Orsulak is a registered representative and investment advisor representative with Morgan Stanley. Suzanne has been in the industry since 1997 and has a wide range of experience in financial services. Suzanne is licensed to provide investment advice in many states and is able to offer a variety of services to clients, including financial planning, portfolio management, and asset allocation advice. Suzanne holds a variety of licenses and certifications, including Series 3, 7, 9, 10, 63, and 66. Suzanne is committed to providing her clients with the highest level of service and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
04/02/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
07/14/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NJ
12/15/1997 - 07/01/1999
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
BOTH
Issued 04/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/30/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2007
Series 3 - National Commodity Futures Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Suzanne Orsulak is the right advisor for you? Invested Better is here to help.
