Suzannah L. Richards

Financial Services Professional @NYLIFE Securities LLC

Fort Lauderdale, FL, US
MOBILE NUMBERS
+19•••••••80

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WORK HISTORY

Jan 2008 — Present

Financial Services Professional @NYLIFE Securities LLC

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I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

EDUCATION

N/A

Florida Atlantic University

Business Management & Marketing, Business Management & Marketing

SKILLS

Asset Protection401(K) RolloversCharitable GivingWealth Transfer StrategiesLegacy PlanningIra RolloversRetirement PlanningBusiness Insurance PlanningInvestmentsEstate Planning

ABOUT SUZANNAH L. RICHARDS

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. 1300 Concord Terrace, 5th Floor, Sunrise, FL 95••••••17I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.I am not licensed in all jurisdictions.My California Insurance license number is 0L83635.Neither Ocean Wealth nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Ocean Wealth is not owned or operated by New York Life Insurance Company or its affiliates.Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.Registered branch address:4524 N. Federal Highway, Fort Lauderdale, FL Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

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