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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzette? Claim Your ProfileSuzette Burns Bates is a financial advisor with over 15 years of experience in the financial services industry. Suzette is currently registered with IFG Advisory, LLC and holds Series 66, Series 7, and SIE licenses. Suzette has provided financial services to individuals, high-net-worth individuals, corporations, businesses, pension plans, charitable organizations, and other financial institutions. Suzette is committed to helping clients achieve their financial goals through personalized financial planning, retirement planning, investment management, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
04/09/2024 - Present
IFG Advisory, LLC (ATLANTA GA)
MS
08/06/2015 - 05/19/2016
NATIONAL PLANNING CORPORATION (COLUMBUS MS)
MS
08/30/2012 - 12/31/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSON MS)
MS
10/09/2009 - 12/31/2010
LPL FINANCIAL CORPORATION (RIDGELAND MS)
MS
02/11/2005 - 10/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGELAND MS)
BOTH
Issued 05/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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