Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Jenner is a financial advisor with over 20 years of experience in the industry. Suzanne Jenner is currently registered with Raymond James & Associates, Inc. and has a proven track record of providing investment advice and financial planning services to a diverse clientele. Prior to joining Raymond James, Suzanne Jenner worked with UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, Morgan Stanley, and Citigroup Global Markets Inc. Suzanne Jenner holds several licenses and certifications, including Series 7, Series 9, Series 10, and Series 66. Suzanne Jenner provides investment advice, financial planning, portfolio management, and educational seminars to a variety of clients, including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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
ID
09/30/2021 - Present
Raymond James & Associates, Inc. (Ketchum ID)
ID
09/24/2018 - 10/22/2021
UBS FINANCIAL SERVICES INC. (KETCHUM ID)
ID
07/16/2018 - 08/10/2018
WELLS FARGO CLEARING SERVICES, LLC (HAILEY ID)
UT
06/01/2009 - 05/21/2018
MORGAN STANLEY (HOLLADAY UT)
UT
08/29/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
MO
03/11/2002 - 08/16/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2002
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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