Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzette? Claim Your ProfileSuzette T. Morgan is a financial professional with over 20 years of experience in the industry. Suzette is registered with Northwestern Mutual Investment Services, LLC and holds the Series 6, 7, and 63 licenses as well as the SIE. Suzette's office is located in Baton Rouge, Louisiana. Northwestern Mutual Investment Services, LLC provides investment advisory services to individuals, corporations, and trusts. The firm's investment philosophy is based on a long-term, value-oriented approach.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
LA
11/15/2001 - Present
Northwestern Mutual Investment Services, LLC (Baton Rouge LA)
BC
Issued 06/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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