Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Difrancesco is a financial advisor with Raymond James & Associates, Inc. Suzanne has been in the industry since January 18, 1996, and has worked at a number of prominent firms including Morgan Stanley and Cowen & Co.. Suzanne holds a Series 7 and Series 63 license as well as the Securities Industry Essentials Examination. She has a diverse range of experience and is registered to provide investment advice in 18 states.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MA
05/06/2016 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
06/01/2009 - 06/03/2016
MORGAN STANLEY (BOSTON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
08/24/2000 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
NY
07/01/1998 - 08/30/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
10/15/1996 - 07/01/1998
COWEN & CO. (NEW YORK NY)
MA
01/19/1996 - 10/18/1996
WOOD (ARTHUR W.) COMPANY, INC. (BOSTON MA)
BC
Issued 01/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Suzanne Difrancesco is the right advisor for you? Invested Better is here to help.
