Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzi? Claim Your ProfileSuzi Lederer is a financial advisor currently registered with LPL Financial LLC. Suzi has been in the financial industry since June 24, 2003. She has worked with a variety of firms in the past including Ameriprise Financial Services, Inc., Raymond James Financial Services, Inc., and UVEST Financial Services Group, Inc. Suzi holds multiple licenses including Series 7, Series 6, Series 63, and Series 66. She has experience in providing financial planning, portfolio management, and other advisory services. Suzi is committed to providing her clients with personalized advice and guidance to help them reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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
SC
05/17/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/11/2012 - 03/13/2018
AMERIPRISE FINANCIAL SERVICES, INC. (HIGH POINT NC)
NC
11/02/2005 - 10/02/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIAN TRAIL NC)
NC
01/09/2004 - 11/02/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
04/11/2003 - 01/05/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 10/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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