Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne M. Crook is an investment advisor representative with J.P. Morgan Securities LLC. Suzanne has been working in the financial industry since March 9, 2000 and has been registered with FINRA since October 1, 2012. Suzanne is also registered with the states of Arizona and Texas, and holds the Series 6, 7, 63, and 66 securities licenses. Suzanne is specializing in the areas of retirement planning, education planning, estate planning, insurance, and investment planning. Suzanne has over 20 years of experience in the financial services industry and has a proven track record of success. Suzanne is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
09/20/2013 - Present
J.p. Morgan Securities LLC (SUN CITY WEST AZ)
AZ
11/02/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUN CITY WEST AZ)
AZ
12/05/2006 - 11/05/2007
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
AZ
06/21/2004 - 08/01/2006
AMERICAN FAMILY SECURITIES, LLC (PEORIA AZ)
IL
07/19/1999 - 03/02/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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