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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 Katrina Widor is a financial advisor who has been in the industry since 2006. Suzanne is currently registered with Morgan Stanley and has previously worked with Wells Fargo Investments, LLC, UBS Financial Services Inc., and Donaldson, Lufkin & Jenrette Securities Corporation. Suzanne is a Series 63, 66, 7, 24, and SIE licensed advisor and is registered in California. Suzanne specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, families, businesses, and institutions.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
07/21/2010 - Present
Morgan Stanley (Los Angeles CA)
CA
12/01/2003 - 02/08/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
06/13/2002 - 10/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
02/13/2001 - 05/20/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 08/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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