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 Troy cole is a financial professional with over 29 years of experience in the industry. Suzanne is currently registered with Innovation Partners LLC and has been with the firm since March 2017. Prior to that, Suzanne was registered with BA Securities, LLC from March 2014 to March 2017 and Troy Investment Associates, Inc. from January 1994 to February 2014. Suzanne is a Series 7, 24, 63, and 99TO licensed professional. Suzanne is also registered in 12 states. Suzanne is a dedicated financial professional with a strong commitment to providing her clients with the highest level of 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.
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.
Consulting services to qualified retirement 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.
Recurring fee
1
2
MA
03/07/2017 - Present
Innovation Partners LLC (Orleans MA)
PA
03/06/2014 - 03/05/2017
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
MA
01/04/1994 - 02/18/2014
TROY INVESTMENT ASSOCIATES, INC. (BOSTON MA)
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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