Unclaimed
Suzanne Robin Durbin is a financial advisor with over 29 years of experience in the industry. Suzanne is currently registered with Level Four Advisory Services, LLC as an Investment Adviser Representative. Suzanne has experience in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Suzanne is also a Chartered Financial Consultant and holds a Series 6, 7, 63, 66, and 22 license. In addition to her work with Level Four Advisory Services, Suzanne is also a consultant/business solutions specialist for Level Four Business Solutions, LLC.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
GA
02/22/2022 - Present
Level Four Advisory Services (ATLANTA GA)
GA
03/18/1993 - 03/01/2018
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
IA
Issued 06/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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