Suzana Vujasin, financial advisor Beachwood OH
90 score

Suzana Vujasin

CRD Number: 5344628
Current Firm: Advice And Planning Services

Suzana Vujasin (CRD# 5344628) is an Investment Advisor Representative working at Advice And Planning Services in Beachwood, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Beachwood, OH Jul 2013 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Beachwood, OH Jul 2013 - Current 3
Principal Life Insurance Company Cleveland, OH Apr 2011 - Jun 2013 2
Princor Financial Services Corporation Cleveland, OH Apr 2011 - Jun 2013 2
Ing Investment Advisors,llc Columbus, OH Jul 2008 - Mar 2011 2
Ing Columbus, OH Jul 2008 - Mar 2011 2
Citistreet Columbus, OH Oct 2007 - Jul 2008 < 1
Citistreet Advisors LLC Columbus, OH Oct 2007 - Jul 2008 < 1
Jp Morgan Chase Hilliard, OH May 2007 - Oct 2007 < 1
Chase Investment Services Corp Hilliard, OH May 2007 - Oct 2007 < 1
Unemployed Hilliard, OH Nov 2006 - May 2007 < 1
Xtra Lease Inc. Columbus, OH Dec 2003 - Nov 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Suzana Vujasin
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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