Suzanne Banzet

Current Employers

Employment History

• 10/2003 → 07/2025
  Commonwealth Financial Network
  Waltham, MA
• 11/2011 → 07/2025
  Clearview Financial, Llc
  Winston-Salem, NC
• 07/2025 → Present
  Kestra Investment Services Llc
  Winston Salem, NC
• 07/2025 → Present
  Kestra Advisory Services Llc
  Winston Salem, NC

Previous Registrations

• 2003-10-16 → 2025-07-16
  Commonwealth Financial Network
  North Wilkesboro, NC
  Greensboro, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Davidson, NC
• 2000-12-31 → 2003-10-23
  Ws Griffith Securities, Inc.
  Greensboro, NC

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/09/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: CLEARVIEW FINANCIAL, LLC POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 11/01/2011 ADDRESS: 1304 Westgate Center Drive, Winston-Salem NC 27103, United States DESCRIPTION: I am the principal of the firm and a solo practitioner. My responsibilities include investment research, portfolio design, financial planning, client presentations, and account monitoring/management.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-21
• S66 Uniform Combined State Law Examination
  1999-02-25

Designations

Other Names

• Suzanne Ross Street Banzet
• Suzanne Ross Street