Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Lieb is a financial professional with over 18 years of experience in the industry. Suzanne is currently registered with Columbia Management Investment Distributors, Inc. Suzanne is a licensed securities professional with licenses in Massachusetts, New Jersey, and New York. Suzanne has held previous roles with ALPS Distributors, Inc. and UBS Financial Services Inc.
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.
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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2
NC
10/19/2016 - Present
Columbia Management Investment Distributors, Inc. (Charlotte NC)
NY
06/12/2013 - 09/15/2016
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
MA
09/22/2003 - 05/09/2011
UBS FINANCIAL SERVICES INC. (BOSTON MA)
BOTH
Issued 10/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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