Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Gladys Xander is a financial advisor with over 19 years of experience in the financial services industry. Suzanne is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since February of 2012. Prior to that, Suzanne worked with Morgan Stanley and its affiliates. Suzanne holds the Series 6, 7, 31, and 66 licenses, as well as the SIE. Suzanne provides a variety of financial advisory services to individuals, families, trusts, businesses, and institutions. Suzanne is dedicated to providing her clients with personalized financial advice and strategies to help 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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
01/14/2013 - Present
Wells Fargo Clearing Services, LLC (PITTSFORD NY)
NY
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (ROCHESTER NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROCHESTER NY)
NY
10/11/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ROCHESTER NY)
IL
10/01/2003 - 03/16/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
05/16/2003 - 09/24/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
01/07/2003 - 04/30/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 03/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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