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Suzanne Nikol Felix

Harbor View Advisors, LLC

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About Suzanne Nikol Felix

Suzanne Nikol Felix is a financial advisor with Harbor View Advisors, LLC. She is registered with the state of Florida as a broker-dealer and has passed the Series 63, Series 79TO and SIE exams. Suzanne has been in the financial industry since February 18, 2024 and is currently located at 310 3RD STREET, SUITE 201, NEPTUNE BEACH, FL 32266.

Firm Information

Suzanne Felix is currently registered with Harbor View Advisors, LLC. Harbor View Advisors, LLC is a Limited Liability Company formed on July 15, 2009. The firm is registered in 10 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Suzanne Felix’s Registration & Firm History

FL

02/19/2024 - Present

Harbor View Advisors, LLC (NEPTUNE BEACH FL)

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Licenses & Designations

BC

Issued 03/26/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/19/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Suzanne Nikol Felix.
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