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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Presley is an Investment Advisor Representative at Gladstone Wealth Partners, a registered investment advisor firm. Suzanne is licensed in Georgia and Texas, and has been in the industry since 2003. Suzanne specializes in financial planning, portfolio management, and retirement planning. She has a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Suzanne works with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
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FL
05/30/2024 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
IA
Issued 06/01/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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