Suzan J. Burke
Professional summary
Suzan J Burke, who also goes by Suzan J Burke, Suzan J Park, is a registered financial professional currently at TRUIST SECURITIES, INC. located in Charlotte, North Carolina.
Suzan is registered as a RR (Registered Representative) and started their career in finance in 2002. Suzan has worked at 4 firms and has passed the Series 63, Series 66, Series 82TO, Series 22TO, Series 6TO, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Suzan J Burke's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2023 - Present
TRUIST SECURITIES, INC.
Office #1: 214 N Tryon St Fl 14 15, 19, Charlotte, NC, 28202September 14, 2017 - December 7, 2022
WELLS FARGO SECURITIES, LLC
August 26, 2002 - October 31, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
August 9, 2002 - October 31, 2002
IDS LIFE INSURANCE COMPANY
August 9, 2002 - October 31, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/14/2023)
Exams
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsSeries 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Nasdaq Stock Market
Current Firm
TRUIST SECURITIES, INC.
CRD#: 6271 / SEC#: , 8-17212
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TRUIST FINANCIAL CORPORATION | PARENT COMPANY | |
| COLEMAN, SHELLEY BRENNAN | AML OFFICER | 3163295 |
| FARRELL, KATHLEEN ANNE | BOARD MEMBER | 4038178 |
| HACKETT, THOMAS PATRICK | CHAIRMAN OF THE BOARD & CHIEF EXECUTIVE OFFICER | 2878035 |
| HUFFSTETLER, MARK | BOARD MEMBER AND CHIEF CREDIT OFFICER | 2830214 |
| HUMPHREYS, ADAM | SECRETARY AND CHIEF LEGAL OFFICER | 7866934 |
| JESSANI, KERRY | BOARD MEMBER | 5048754 |
| MILLIGAN, JOHN | PRINCIPAL OPERATIONS OFFICER | 3206391 |
| MORRIS, DONALD ROSS JR | CHIEF FINANCIAL OFFICER | 3231801 |
| PAPPAS, ALBERT GEORGE | CHIEF COMPLIANCE OFFICER | 1875535 |
Disclosures
| Regulatory Event | 22 |
| Arbitration | 1 |
Red Flags
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