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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Banzet is a financial advisor who has been in the industry since February 1999. Suzanne is currently registered with Commonwealth Financial Network and holds Series 6, 7, 63, and 66 licenses. Suzanne's experience includes providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Suzanne also holds the Certified Financial Planner designation. Suzanne has worked at Commonwealth Financial Network since October 2003. Suzanne's previous experience includes working as an Investment Advisor Representative with WS GRIFFITH SECURITIES, INC. in Hartford, CT.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
10/16/2003 - Present
Commonwealth Financial Network (WINSTON-SALEM NC)
CT
02/23/1999 - 10/23/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 07/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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