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 Rupkey is a financial advisor with Lincoln Investment, a large firm with offices across the US. Suzanne has been in the industry since 2002 and has a strong track record of success. Suzanne specializes in providing financial planning and portfolio management services to individuals and businesses. She is also registered as a financial advisor in all 50 states and the District of Columbia. Suzanne is committed to providing her clients with personalized advice and exceptional service.
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.
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.
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2
FL
06/04/2019 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
FL
08/12/2008 - 01/03/2017
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
10/31/2002 - 07/11/2008
MUTUAL SERVICE CORPORATION (STUART FL)
BC
Issued 08/05/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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