Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzi? Claim Your ProfileSuzi Kyung McLane is a financial advisor with RBC Capital Markets, LLC, who has over 20 years of experience in the financial industry. Suzi's career began in 1998, with RBC Dain Rauscher Inc., where Suzi worked in New York before moving to Minneapolis in 2003. Suzi is a Registered Options Principal with FINRA and has a wide range of licenses, including Series 4, 7, 55, 57TO and SIE. Suzi is registered in all 50 states and the District of Columbia and can offer a wide variety of financial planning services, including portfolio management, pension consulting, selection of other advisors, and educational seminars. Suzi's commitment to client service is evident in her long-term relationships with her clients.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MN
10/21/2003 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
NY
04/08/1998 - 11/05/2001
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BC
Issued 09/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Suzi McLane is the right advisor for you? Invested Better is here to help.
