Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Offutt is a financial advisor who has been in the industry since 2000. She is currently registered with Commonwealth Financial Network in Edgewater, MD. Suzanne has a wide range of experience, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD. She holds the Series 7, Series 66 and SIE licenses and is also a Certified Financial Planner. Suzanne provides a variety of financial services to individuals, corporations, and charitable organizations. These include financial planning, portfolio management, pension consulting, and educational seminars. She also holds a fixed insurance license and has specialized knowledge in insurance products.
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.
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
MD
09/08/2017 - Present
Commonwealth Financial Network (Edgewater MD)
MD
02/10/2000 - 09/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)
BOTH
Issued 03/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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