Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Nelson is a financial advisor with over 30 years of experience in the industry. Suzanne currently works for LPL Financial LLC and is registered in 14 states including Alabama, Arizona, California, Connecticut, Florida, Georgia, Illinois, Kentucky, Minnesota, New York, Ohio, Tennessee, and Virginia. Suzanne has a variety of experience and has held previous roles at OSAIC WEALTH, INC., KEOGLER, MORGAN & COMPANY, INC., and HEIDTKE & COMPANY, INC. Suzanne is a Certified Financial Planner and holds Series 7, 24, 51, and 63 licenses. Suzanne specializes in providing financial planning services to individuals, corporations, and charitable organizations.
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.
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.
Consulting and other non-discretionary advisory services
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
TN
05/10/2024 - Present
LPL Financial LLC (BRENTWOOD TN)
TN
01/31/1997 - 05/14/2024
OSAIC WEALTH, INC. (BRENTWOOD TN)
GA
04/10/1995 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
TN
11/30/1992 - 04/13/1995
HEIDTKE & COMPANY, INC. (NASHVILLE TN)
BC
Issued 11/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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