Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Dwyer is a financial advisor with Allstate Financial Services, LLC. Suzanne has been in the financial industry since 1987 and has worked with several firms throughout her career. Suzanne is registered with FINRA as a general securities representative and has the Series 7, 9, 10, 24, 31 and 66 licenses. Suzanne is also registered with the state of Pennsylvania.
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.
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.
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2
PA
01/28/2022 - Present
Allstate Financial Services, LLC (Wynnewood PA)
PA
06/24/2019 - 12/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
NJ
07/17/2018 - 04/11/2019
MORGAN STANLEY (RED BANK NJ)
NJ
10/01/2000 - 07/09/2018
WELLS FARGO CLEARING SERVICES, LLC (MARLTON NJ)
NC
05/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/01/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
09/30/1994 - 04/02/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/30/1994 - 04/02/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
03/20/1993 - 10/07/1994
INDEPENDENT FINANCIAL SECURITIES, INC.
IA
02/19/1993 - 03/11/1993
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NJ
11/26/1991 - 03/23/1992
FIA CAPITAL GROUP, INC. (SHORT HILLS NJ)
OR
06/09/1988 - 06/14/1991
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
10/08/1987 - 06/20/1988
METLIFE SECURITIES INC.
NA
09/22/1987 - 06/13/1988
METROPOLITAN LIFE INSURANCE COMPANY
NA
01/21/1986 - 08/20/1987
UNITED BROKERAGE SERVICES, INC.
BOTH
Issued 12/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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