Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Short is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cincinnati, Ohio. Suzanne has been in the financial services industry since September 17, 2001. Suzanne is a registered representative with both FINRA and the state of Ohio and has a Series 7, Series 24, Series 63, and Series 66 license. Suzanne specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, businesses, corporations, high-net-worth individuals, and institutions. Suzanne also has experience working with First Financial Bank in Cincinnati, Ohio as the Director of Retail Brokerage.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
07/11/2019 - Present
Raymond James Financial Services Advisors, Inc. (Cincinnati OH)
OH
07/25/2006 - 06/21/2019
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
RI
02/07/2000 - 12/31/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 05/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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