Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Houston is an active investment advisor representative with J.p. Morgan Securities LLC. Suzanne has been in the industry since 1998 and has worked at several well-known firms, including Morgan Stanley and Merrill Lynch. She holds Series 7, 63, and 66 licenses and is registered in 53 states. Suzanne specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/19/2015 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
05/08/2014 - 06/23/2014
MORGAN STANLEY (DALLAS TX)
TX
06/02/2000 - 04/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVING TX)
NY
12/07/1998 - 08/23/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
GA
10/06/1999 - 04/05/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
10/29/1997 - 11/13/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 10/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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