Suzanne Scheer
Suzanne Scheer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bethesda, MD, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4800 Hampden Lane, Suite 101, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Suzanne is an insurance agent since 2021, educating clients, obtaining quotes, preparing applications, and working with clients through policy issuance; this takes about half of her time. She also works as an associate/employee at The Meakem Group, assisting with projects and supporting the Branch Manager, dedicating about a quarter of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
State Registrations5 states
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