Unclaimed
Trish Suchland is an investment advisor representative associated with Ameriprise Financial Services, LLC. Trish has over 20 years of experience in the financial services industry. Trish is registered with the state of Ohio.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/07/2022 - Present
Ameriprise Financial Services, LLC (COLUMBUS OH)
TX
06/21/2021 - 05/31/2022
J.P. MORGAN SECURITIES LLC (Plano TX)
OH
07/02/2019 - 06/07/2021
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
01/10/2017 - 07/08/2019
NATIONWIDE FUND DISTRIBUTORS LLC (Columbus OH)
OH
06/23/2011 - 01/10/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
OH
05/01/2009 - 02/28/2011
BHIL DISTRIBUTORS, INC. (COLUMBUS OH)
OH
09/27/2007 - 05/04/2009
IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)
OH
05/20/2002 - 08/31/2007
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IL
12/03/2001 - 05/15/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
05/24/2001 - 09/21/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
OH
05/02/2001 - 05/29/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
12/14/2000 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
BOTH
Issued 06/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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