Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Conley is an investment advisor representative who has been in the industry since March 2010. She is currently registered with Barrett & Co. in Rhode Island. Suzanne holds Series 63, Series 65, and Series 7 licenses. She also has a SIE certification.
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.
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.
A percentage of the total value of assets under management is charged.
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RI
10/29/2019 - Present
Barrett & Co. (PROVIDENCE RI)
IA
Issued 07/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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