Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Knopps is a financial advisor with over 30 years of experience in the industry. Suzanne has worked for Associated Investment Services, Inc. since 1997 and holds licenses for both Series 6 and Series 63. She has previously held positions at ESSEX NATIONAL SECURITIES, INC. and INVEST FINANCIAL CORPORATION. Suzanne works with a variety of clients including high-net-worth individuals, corporations 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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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WI
12/15/1997 - Present
Associated Investment Services, Inc. (WATERTOWN WI)
CA
01/14/1994 - 12/15/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
06/17/1991 - 01/18/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 07/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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