Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Maureen Stopa is a financial advisor with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Suzanne has been in the financial services industry since 1999 and has experience working with individuals, families, and businesses. Suzanne provides financial planning and investment advisory services. Suzanne is licensed in multiple states and holds the Series 7, 63, 65, and SIE licenses. Suzanne is committed to helping her clients achieve their financial goals.
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.
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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2
FL
02/02/2022 - Present
Kestra Advisory Services, LLC (Orlando FL)
FL
10/19/2009 - 02/25/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ORLANDO FL)
FL
03/07/2006 - 10/16/2009
COLONIAL BROKERAGE, INC. (ORLANDO FL)
FL
10/06/2003 - 03/02/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
09/29/2000 - 07/31/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
10/20/1998 - 09/25/2000
RYAN, BECK & CO. (FLORHAM PARK NJ)
BOTH
Issued 11/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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