Suzanne
Stopa
Kestra Advisory Services, LLC
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About this Advisor
Suzanne Stopa is a financial advisor based in Melbourne, Florida, working with Kestra Advisory Services, LLC. Suzanne has previously held positions at Proequities, Inc, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. Suzanne has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Suzanne is part of Kestra Advisory Services, LLC, which operates out of Melbourne, Florida. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Suzanne Stopa Work History
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Proequities, Inc
Proequities, Inc
Disclosures
Please visit the SEC profile of Suzanne Stopa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
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Austin, TX
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Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
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