Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzette? Claim Your ProfileSuzette Marlene Smith is an investment advisor representative with McKinley Carter Wealth Services, Inc. Suzette has been in the industry since April 2004 and has a Series 7 and Series 66 license. Previously, Suzette worked at Wachovia Securities Financial Network, LLC in St. Louis, Missouri. Suzette is registered with the state of West Virginia.
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.
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.
Investment consulting
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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WV
09/13/2005 - Present
McKinley Carter Wealth Services, Inc. (WHEELING WV)
MO
04/07/2004 - 09/26/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
BOTH
Issued 06/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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