Unclaimed
Suzanne Linden is a financial advisor with over 23 years of experience in the financial services industry. Suzanne is currently registered with Newedge Advisors, LLC. and is licensed to provide investment advice in Arkansas, California, Colorado, Florida, Georgia, Illinois, Iowa, Maryland, Michigan, Minnesota, North Carolina, South Carolina, Tennessee, Texas, and Wisconsin. Suzanne holds the Series 7, Series 31, Series 63, and Series 65 licenses as well as the Securities Industry Essentials Examination.
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.
1
2
LA
12/14/2023 - Present
Newedge Advisors (NEW ORLEANS LA)
MO
06/10/1999 - 02/02/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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