Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Zenkner is a financial professional with over 30 years of experience in the industry. Suzanne has held various positions at prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Inc., Kestra Investment Services, LLC, Wells Fargo Advisors, LLC, and Lehman Brothers Inc. Suzanne's expertise spans a wide range of financial services, including securities and investment advisory services. Suzanne is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 7, Series 63, and Series 66 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/27/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
11/03/2015 - 05/12/2016
KESTRA INVESTMENT SERVICES, LLC (IRVING TX)
TX
02/24/2015 - 10/28/2015
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
07/05/2010 - 02/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TYLER TX)
NY
12/02/1994 - 08/20/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/21/1988 - 12/15/1994
CS FIRST BOSTON CORPORATION (NEW YORK NY)
TX
11/08/1984 - 09/19/1988
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
11/22/1983 - 05/14/1984
PRESTON SECURITIES, INC.
BOTH
Issued 08/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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