Suzanne Ward (CRD# 5929396) is an Investment Advisor Representative working at Elle Investment Group LLC in Greensburg, PA and has over 12 years of experience in the finance industry.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elle Investment Group LLC | Greensburg, PA | May 2020 - Current | 3 |
| Rsvp Group LLC | Greensburg, PA | Jan 2020 - Current | 4 |
| City Cribs LLC | Greensburg, PA | Feb 2019 - Current | 5 |
| Value Investments Partners | Greensburg, PA | Feb 2019 - Current | 5 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2017 - Current | 6 |
| Financially Leading Women | Greensburg, PA | Aug 2017 - Current | 6 |
| Kattan Ferretti Financial | Greensburg, PA | Aug 2017 - Jan 2021 | 3 |
| Pnc Investments | Greensburg, PA | Sep 2005 - Aug 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- PA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts102ACCOUNTS
-
Average Account Value$186,275
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
PA
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