Suzana Bogoevska, financial advisor Troy MI
96 score

Suzana Bogoevska

CRD Number: 1940058
Current Firm: Portfolio Solutions LLC

Suzana Bogoevska (CRD# 1940058) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 11 years of experience in the finance industry. Suzana Bogoevska has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Portfolio Solutions, LLC Troy, MI Feb 2016 - Current < 1
Pnc Bank Troy, MI Jan 2014 - Jan 2016 2
Pnc Investments Troy, MI Jan 2014 - Jan 2016 2
Pnc Bank Toledo, OH Apr 2012 - Jan 2014 1
Unemployed Shelby Twp, MI Feb 2011 - Mar 2012 1
Tiaa/tiaa-cref Individual & Institutional Services, LLC Southfield, MI May 2009 - Jan 2011 1
Unemployed Shelby Twp, MI Sep 2008 - Apr 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Bloomfield Hills, MI Apr 2006 - Sep 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
S63 Uniform Securities State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Suzana Bogoevska
Phone Number: 248-689-1550
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,351
    MILLIONS
  • Total Number of Accounts
    1,793
    ACCOUNTS
  • Average Account Value
    $753,224
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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