Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Bick is an investment advisor representative at Retirement Financial Group, LLC. Suzanne has been in the industry since 2014. Suzanne's registrations include Series 65 and she holds the Uniform Investment Adviser Law Examination. Suzanne currently works at Retirement Financial Group, LLC in Beaumont, Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
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TX
01/10/2025 - Present
Retirement Financial Group, LLC (The Woodlands TX)
IA
Issued 04/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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