Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Kent is an active investment advisor representative with Cetera Investment Advisers LLC based in Richmond, VA. Suzanne has over 30 years of experience in the financial services industry, and has held prior positions at LPL Financial LLC, Northwestern Mutual Investment Services, LLC, Davenport & Company LLC, and Roth Capital Partners, LLC. Suzanne is licensed to provide financial advice and services in Virginia and has a Series 7, 24 and 66 license. Suzanne specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including high-net-worth individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (Richmond VA)
SC
12/08/2020 - 02/13/2023
LPL FINANCIAL LLC (FORT MILL SC)
WI
07/28/2020 - 11/11/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
VA
06/17/2019 - 03/20/2020
DAVENPORT & COMPANY LLC (RICHMOND VA)
CA
03/22/2019 - 05/03/2019
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
NA
07/26/1984 - 01/19/1987
E. F. HUTTON & COMPANY INC
BOTH
Issued 08/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2019
Series 24 - General Securities Principal Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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