Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Martha Heron is a financial advisor with Fidelity Personal And Workplace Advisors, with over 6 years of experience in the financial services industry. Suzanne is registered with the state of Delaware and Pennsylvania as an investment advisor representative. Suzanne is also registered with the state of Texas as an investment advisor representative, but is a resident of the state of Delaware. Suzanne has passed the Series 66, SIE, and Series 7 examinations, which are required for financial advisors in the United States. Suzanne holds the Certified Financial Planner designation, demonstrating her commitment to professional development. Suzanne's previous employment experience includes roles at MERCAP SECURITIES, LLC and LOVETT ADVISORS, LLC. In addition to her work as a financial advisor, Suzanne also owns and operates Goddard Consulting LLC, a real estate consulting business. Suzanne is dedicated to providing her clients with comprehensive financial advice and planning services, with a focus on individual clients, high net worth individuals, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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DE
02/03/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENVILLE DE)
GA
08/02/2017 - 05/26/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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