Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Saville is an investment advisor representative at LPL Financial LLC, a firm based in Fort Mill, South Carolina. Suzanne has been in the industry since 2006. Suzanne has Series 7 and Series 66 licenses and has been registered in 10 states. Suzanne also has a Series 63 license. In addition to her work at LPL Financial LLC, Suzanne has previous experience at Citizens Securities, Inc., BANC of America Investment Services, Inc., and Citigroup Global Markets Inc. Suzanne specializes in providing financial planning, portfolio management for businesses and individuals, and other advisory services. Suzanne's firm offers a variety of compensation arrangements including fixed fees, commissions, hourly charges, and a percentage of assets. Suzanne is a registered investment advisor representative in Massachusetts and her clients include individuals, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and other investment advisors.
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.
Consulting and other non-discretionary advisory services
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
03/07/2023 - Present
LPL Financial LLC (NEEDHAM MA)
MA
01/19/2011 - 03/08/2023
CITIZENS SECURITIES, INC. (NEEDHAM MA)
MA
08/11/2009 - 02/04/2011
LPL FINANCIAL LLC (NEEDHAM MA)
MA
11/29/2006 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NORWOOD MA)
NY
01/03/2004 - 10/25/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 11/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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