Unclaimed
Suzanne Jessup is a financial professional with over 28 years of experience in the securities industry. Suzanne is currently registered with Rothschild Investment LLC, specializing in a variety of investment strategies. Suzanne has previously held positions with firms such as Citigroup Global Markets Inc. and Schroder & Co. Inc. Suzanne holds the Series 7, Series 63, and SIE licenses.
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.
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.
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.
1
2
IL
06/30/2004 - Present
Rothschild Investment LLC (CHICAGO IL)
NY
05/27/2000 - 06/18/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/23/1999 - 05/27/2000
SCHRODER & CO. INC. (NEW YORK NY)
NY
07/01/1998 - 12/16/1999
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NJ
11/09/1999 - 11/30/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
09/30/1997 - 07/01/1998
COWEN & CO. (NEW YORK NY)
CT
01/02/1997 - 10/07/1997
ABN AMRO CHICAGO CORPORATION (STAMFORD CT)
IL
06/13/1994 - 01/02/1997
THE CHICAGO CORPORATION (CHICAGO IL)
IL
08/17/1993 - 06/20/1994
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
BC
Issued 08/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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