Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne McHugh is a financial advisor with Empower Advisory Group, LLC, a firm based in Greenwood Village, Colorado. Suzanne has been in the financial industry since 2000 and has worked with individuals, families, and businesses. Suzanne provides a variety of financial planning services, including retirement planning, college savings planning, and investment management. She is registered in multiple states, including Maryland, New York, Ohio, Pennsylvania, Tennessee, Virginia, Washington, and West Virginia. Suzanne is also a Registered Investment Advisor (RIA) and is committed to providing her clients with objective and independent advice. Suzanne's background includes previous roles at NFP Securities, Inc., Lockton Financial Advisors, LLC, and GWFS Equities, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MD
11/14/2017 - Present
Empower Advisory Group, LLC (BURTONSVILLE MD)
MD
05/02/2012 - 10/23/2013
NFP SECURITIES, INC. (BETHESDA MD)
DC
06/10/2011 - 11/11/2011
LOCKTON FINANCIAL ADVISORS, LLC (WASHINGTON DC)
MD
10/21/2002 - 05/31/2011
GWFS EQUITIES, INC. (BURTONSVILLE MD)
CO
07/18/2000 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 11/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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