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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 Regan is a financial advisor with Ameriprise Financial Services, LLC. Suzanne has been in the financial industry since 2007, working previously with Morgan Stanley and Merrill Lynch. Suzanne holds the Series 7, Series 66, and SIE licenses. Suzanne is also a Certified Financial Planner. Suzanne specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Suzanne has a proven track record of success in helping her clients reach their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MA
12/17/2020 - Present
Ameriprise Financial Services, LLC (Winchester MA)
MA
02/24/2012 - 08/26/2015
MORGAN STANLEY (BOSTON MA)
MA
05/08/2007 - 02/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
IL
04/14/2005 - 04/12/2007
UBS FINANCIAL SERVICES INC. (NORTHBROOK IL)
BOTH
Issued 06/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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