Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Magee fleming has been in the financial industry since 1979. Suzanne is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Orlando, Florida. Suzanne holds Series 7, 31 and 63 securities licenses as well as Series 65 investment advisor licenses. Suzanne provides portfolio management services to individuals, businesses, and charitable organizations. Suzanne also offers educational seminars and performance measurement reports to clients.
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
FL
02/08/1989 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ORLANDO FL)
IA
Issued 09/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1979
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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