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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 Akian is a financial advisor with over 30 years of experience in the industry. Suzanne is registered with Morgan Stanley in both New Jersey and New York. Suzanne has previously worked for Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Advest, Inc., and Lebenthal & Co., Inc. Suzanne is a Series 7, Series 24, and Series 63 licensed advisor. Suzanne also holds the Series 65 license. Suzanne specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutional clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/01/2009 - Present
Morgan Stanley (New York NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
11/18/2005 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
CT
06/07/2002 - 12/14/2005
ADVEST, INC. (HARTFORD CT)
NY
07/20/1990 - 06/07/2002
LEBENTHAL & CO., INC. (NEW YORK NY)
NY
05/25/1988 - 07/31/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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