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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 Louisa Crociati is a financial advisor at Ameriprise Financial Services, LLC, with over 28 years of experience in the financial industry. Suzanne holds licenses in 17 states and has passed Series 7, 63, and 66 exams. Suzanne is registered with Ameriprise Financial Services, LLC, and is based in Plymouth, MA. Suzanne specializes in providing asset allocation services, financial planning, portfolio management for businesses and individuals, and education seminars.
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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MA
10/14/2020 - Present
Ameriprise Financial Services, LLC (Plymouth MA)
MA
10/23/2003 - 10/26/2020
JANNEY MONTGOMERY SCOTT LLC (OSTERVILLE MA)
NY
01/03/2003 - 08/01/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
10/26/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
TX
11/14/2000 - 05/10/2001
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
FL
03/11/1998 - 11/15/2000
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
NY
02/03/1995 - 04/12/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/24/1993 - 12/07/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/06/1992 - 02/25/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
GA
03/11/1991 - 10/28/1991
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
08/22/1989 - 12/13/1989
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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