Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Margaret Brown is a financial advisor registered with Equitable Advisors, LLC. Suzanne has been in the industry since August 5, 2006, and has been registered with Equitable Advisors since September 5, 2012. She has previously held positions with LPL Financial LLC, Mutual Service Corporation, and American General Securities Incorporated. Suzanne is licensed to sell securities in Arizona and California. She holds the Series 6, Series 63, and SIE licenses. Suzanne is a registered representative of Equitable Advisors, LLC and provides a range of financial services including financial planning, pension consulting, and portfolio management.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/05/2012 - Present
Equitable Advisors, LLC (IRVINE CA)
AZ
10/06/2009 - 07/24/2012
LPL FINANCIAL LLC (TUCSON AZ)
AZ
01/24/2008 - 10/07/2009
MUTUAL SERVICE CORPORATION (TUCSON AZ)
AZ
05/01/2006 - 11/30/2007
AMERICAN GENERAL SECURITIES INCORPORATED (TUCSON AZ)
BC
Issued 06/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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