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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 Friedel is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Suzanne has been in the financial industry since 2000. Suzanne has a wide range of experience in the financial services industry, having worked for both Merrill Lynch and Morgan Stanley. Suzanne holds both Series 65 and Series 66 licenses, along with the SIE and Series 7 exams. She is registered in 28 states and offers a variety of financial services including investment management, financial planning, and pension consulting. Suzanne has experience working with a variety of clients, including individuals, businesses, and institutions. Suzanne Friedel has a strong commitment to providing her clients with personalized and comprehensive financial advice.
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
WA
07/12/2005 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEATTLE WA)
NY
10/21/2004 - 05/26/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/08/2000 - 08/25/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
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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