Unclaimed
Suzanne Ciaccio is a financial advisor with over 25 years of experience in the industry. Suzanne is currently registered with P.j. Robb Variable, LLC in Plantsville, CT. Previously, Suzanne has held positions at several other firms, including Underwriters Equity Corporation, USI Securities, Inc., Lincoln Financial Distributors, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Washington Square Securities, Inc., Cigna Financial Advisors, Inc., United Securities Group, Inc., and Nutmeg Securities, Ltd. Suzanne holds a variety of licenses and registrations, including Series 7, Series 24, Series 27, Series 53, and Series 63. Suzanne is committed to providing her clients with personalized financial advice and guidance.
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
CT
01/09/2008 - Present
P.j. Robb Variable, LLC (Plantsville CT)
PA
02/23/2005 - 12/31/2007
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
CT
01/03/2003 - 01/11/2005
USI SECURITIES, INC. (GLASTONBURY CT)
PA
12/06/2001 - 12/04/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
10/26/2000 - 01/03/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/26/2000 - 01/03/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
06/23/1999 - 10/02/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
11/24/1998 - 05/04/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 05/04/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
05/14/1997 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
CT
02/10/1995 - 04/14/1997
UNITED SECURITIES GROUP, INC. (FARMINGTON CT)
NY
10/25/1994 - 02/08/1995
NUTMEG SECURITIES, LTD. (NEW YORK NY)
IA
Issued 07/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/06/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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