linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Genevieve Helen Schad

Susquehanna Financial Group, Lllp

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Genevieve? Claim Your Profile

About Genevieve Helen Schad

Genevieve Helen Schad is a financial professional registered with Susquehanna Financial Group, Lllp. Genevieve Helen Schad has been in the industry since 2014 and has experience with a variety of financial products and services. She has a strong track record of success in the financial services industry and is committed to providing her clients with the highest level of service. She is also a registered principal with Susquehanna Financial Group, Lllp.

Firm Information

Genevieve Schad is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Genevieve Schad’s Registration & Firm History

PA

10/02/2017 - Present

Susquehanna Financial Group, Lllp (BALA CYNWYD PA)

PA

03/31/2016 - 06/03/2016

WELLS FARGO ADVISORS, LLC (RADNOR PA)

PA

09/06/2012 - 04/19/2016

CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)

Not sure if Genevieve Helen Schad is right for you?

Licenses & Designations

BOTH

Issued 05/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2021

Series 4 - Registered Options Principal Examination

BC

Issued 02/09/2018

Series 24 - General Securities Principal Examination

BC

Issued 02/19/2024

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2018

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/05/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Genevieve Helen Schad.
Not sure if Genevieve Helen Schad is right for you?