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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 Minster is a financial advisor with Sanctuary Advisors, LLC. Suzanne has been in the industry since 1998, and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Suzanne has experience working with clients of all income levels and asset sizes. Suzanne is committed to helping clients achieve their financial goals. Suzanne is a registered representative of Sanctuary Advisors, LLC and holds Series 7, Series 63, and Series 65 licenses. Suzanne is also a registered investment advisor in Michigan and Texas.
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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MI
11/12/2021 - Present
Sanctuary Advisors, LLC (Bloomfield Hills MI)
MI
06/01/2009 - 12/03/2021
MORGAN STANLEY (Troy MI)
MI
02/11/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
MI
08/07/1998 - 02/22/2008
UBS FINANCIAL SERVICES INC. (TROY MI)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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