linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Suzanne Frances Shank-werdlow

Siebert Williams Shank & CO., LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Suzanne? Claim Your Profile

About Suzanne Frances Shank-werdlow

Suzanne Frances Shank-werdlow is a financial advisor with Siebert Williams Shank & CO., LLC. Suzanne has been in the industry since 1990. Suzanne holds several licenses including Series 7, 24, 50, 52, 53 and SIE. Suzanne has been registered with the firm since 1997 and is licensed in multiple states. Suzanne has also worked with Muriel Siebert & CO., INC., GRIGSBY, BRANDFORD & CO., INC., and M. R. BEAL & COMPANY.

Firm Information

Suzanne Shank-werdlow is currently registered with Siebert Williams Shank & CO., LLC. Siebert Williams Shank & CO., LLC is a Limited Liability Company that was formed in March 1997. The firm is registered in all 50 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Suzanne Shank-werdlow’s Registration & Firm History

MI

07/25/1997 - Present

Siebert Williams Shank & CO., LLC (DETROIT MI)

NY

09/23/2013 - 03/04/2015

MURIEL SIEBERT & CO., INC. (NEW YORK NY)

NY

07/07/2005 - 10/17/2007

MURIEL SIEBERT & CO., INC. (NEW YORK NY)

NY

01/08/1998 - 12/09/2004

MURIEL SIEBERT & CO., INC. (NEW YORK NY)

NY

10/11/1996 - 08/04/1997

MURIEL SIEBERT & CO., INC. (NEW YORK NY)

CA

09/30/1991 - 10/23/1996

GRIGSBY, BRANDFORD & CO., INC. (SAN FRANCISCO CA)

NY

07/31/1990 - 11/25/1991

M. R. BEAL & COMPANY (NEW YORK NY)

Not sure if Suzanne Frances Shank-werdlow is right for you?

Licenses & Designations

BC

Issued 03/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/21/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 11/08/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/20/1990

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Suzanne Frances Shank-werdlow.
Not sure if Suzanne Frances Shank-werdlow is right for you?