Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Lockwoodfisher is a financial advisor registered with the state of Illinois. She is a Registered Investment Advisor Representative at Dhjj Financial Advisors. Suzanne's career in the financial industry started in 1991. Suzanne has a proven track record of providing financial guidance to individuals and businesses, specializing in financial planning, portfolio management for profit sharing plans & pension plans, and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for profit sharing plans & pension plans
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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IL
07/15/2021 - Present
Dhjj Financial Advisors (ST. CHARLES IL)
IL
10/19/2018 - 02/24/2020
LPL FINANCIAL LLC (ST CHARLES IL)
IL
10/20/2009 - 10/26/2018
CETERA ADVISOR NETWORKS LLC (ST CHARLES IL)
CT
10/15/1993 - 02/17/2009
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
09/21/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
12/19/1991 - 10/15/1993
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
IA
Issued 04/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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