Suzanne Maureen Stopa

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 01/2022
  Proequities, Inc
  Orlando, FL
• 11/2011 → 01/2022
  Proequities, Inc
  Orlando, FL
• 01/2022 → Present
  Kestra Investment Services, Llc
  Melbourne, FL
• 01/2022 → Present
  Kestra Advisory Services, Llc
  Melbourne, FL

Previous Registrations

• 2011-11-28 → 2022-02-25
  Concourse Financial Group Securities, Inc.
  Orlando, FL

Other Businesses

Business Name: SECURITY FINANCIAL MANAGEMENT POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 50 START DATE: 01/31/2022 ADDRESS: 2420 Lakemont Ave Suite 120, Orlando FL 32814 DESCRIPTION: working with clients on their financial needs with securities Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 01/31/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735 DESCRIPTION: Work with clients with planning using securities, third party managers, mutual funds bonds annuities

Exams

• S66 Uniform Combined State Law Examination
  2011-11-21
• S63 Uniform Securities Agent State Law Examination
  2004-04-29
• S65 Uniform Investment Adviser Law Examination
  1999-06-12

Other Names

• Suzanne Maureen Breitwieser
• Suzanne Maureen Massler
• Suzanne Breitwieser-Stopa
• Suzanne Maureen Breitwieser
• Suzanne Maureen Breitwieser-Stopa