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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 Leigh Demeo is a financial advisor with Fidelity Personal And Workplace Advisors. Suzanne has been in the industry since 2006 and is registered with FINRA and a number of states, including New York, Texas, and California. She is also registered as an Investment Advisor Representative. Suzanne holds the Series 63, SIE, and Series 7 licenses. Suzanne is a dedicated professional and is committed to providing her clients with the best possible service.
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.
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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NY
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)
NY
10/11/2010 - 12/09/2016
MBSC SECURITIES CORPORATION (UNIONDALE NY)
NY
05/24/2005 - 02/05/2009
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
01/10/2005 - 05/10/2005
BLAYLOCK & COMPANY, INC. (NEW YORK NY)
BC
Issued 6/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/7/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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