Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Marie Johnson is a financial advisor with Wells Fargo Clearing Services, LLC. Suzanne has been in the industry since 1987. Suzanne holds licenses in Arizona, Texas and 15 other states. Suzanne specializes in providing financial advice to individuals and businesses. She is also registered as an Investment Advisor Representative in Arizona 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.
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.
Investment consulting services to institutional clients
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.
1
2
AZ
02/15/2025 - Present
Wells Fargo Clearing Services, LLC (PEORIA AZ)
NA
09/15/1992 - 12/15/1992
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
09/15/1992 - 12/15/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
01/04/1989 - 10/11/1990
MARKETING ONE SECURITIES, INC.
NA
03/21/1988 - 07/26/1988
THE VARIABLE ANNUITY MARKETING COMPANY
NA
01/21/1987 - 04/07/1987
HAMILTON GROUP SECURITIES, INC.
BOTH
Issued 12/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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