Unclaimed
Suzanne Rasmussen Flannery is a financial professional with over 13 years of experience in the financial services industry. Suzanne is currently registered with Neuberger Berman BD LLC, and previously worked with Goldman Sachs & Co. LLC and J.P. Morgan Securities Inc. Suzanne's areas of expertise include securities, commodities, and investments. Suzanne holds a Series 3, Series 7, Series 24, and Series 63 licenses, as well as the SIE exam.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/11/2019 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
07/19/2010 - 10/23/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
10/01/2008 - 07/02/2010
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/11/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Suzanne Flannery is the right advisor for you? Invested Better is here to help.