Suzanne Latour
Senior Vice President, Investments Investment Advisor / Representative - Raymond James
- Role
- Senior Vice President - Investment Advisor at Raymond James
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President - Investment Advisor
Jan 2017 — Present · San Diego, CA, US
James ©8910 University Lane #600San Diego, CA 92••••••••41Raymond James & Associates, Inc, Member New York Stock Exchange/SIPCRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks \"CIMA,\" and \"Certified Investment Management Analyst.\" Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute\'s initial and ongoing credentialing requirements for investment management professionals.
Education
The Wharton School
CIMA, Professional Certificate: Certified Investment Management Analyst
Skills
- Retirement Planning
- Leadership
- Investment Strategies
- Wealth Accumulation
- Strategic Financial Planning
- Financial Services
- Alternative Investments
- Financial Advisory
- Wealth
- Philanthropy
- Asset Allocation
- Investment Advisory
- Investment Management
- Series 7
- Certified Financial Planner
- Investments
- Wealth Management
- Series 63
- Estate Planning
- Retirement
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