Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Tonelli has been in the financial industry since April 12, 2009. Suzanne is currently registered with LPL Financial LLC and has been with them since May 18, 2022. Previously, Suzanne was affiliated with CUNA BROKERAGE SERVICES, INC., LPL FINANCIAL LLC, SECURITIES AMERICA, INC., and ASSOCIATED INVESTMENT SERVICES, INC.. Suzanne specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Suzanne is also registered with the state of Wisconsin as an Investment Advisor Representative.
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.
Consulting and other non-discretionary advisory 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.
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.
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2
WI
05/18/2022 - Present
LPL Financial LLC (MADISON WI)
WI
03/05/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Madison WI)
WI
03/19/2012 - 12/19/2013
LPL FINANCIAL LLC (MADISON WI)
WI
12/21/2010 - 03/19/2012
SECURITIES AMERICA, INC. (MADISON WI)
WI
01/28/2009 - 12/22/2010
ASSOCIATED INVESTMENT SERVICES, INC. (FITCHBURG WI)
IA
Issued 03/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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