Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Sylvia Kerr is an investment advisor representative with Raymond James & Associates, Inc. Suzanne has been in the industry since October 23, 2003, and holds FINRA licenses Series 7, 9, 10, 24 and 66. Suzanne is registered in all 50 states and the District of Columbia. She is a principal at Raymond James & Associates, Inc. and has been with the firm since March 2006. Suzanne specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Suzanne also provides educational seminars and pension consulting.
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
FL
11/14/2005 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/17/2003 - 06/02/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/24/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
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
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