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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey M. Sussman is an investment advisor representative with over 40 years of experience. Currently, Jeffrey M. Sussman is registered with Osaic Wealth, Inc. in both Connecticut and New York. Previously, Jeffrey M. Sussman worked for Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and First Eastern Equity Corp. Jeffrey M. Sussman offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations. Jeffrey M. Sussman also provides educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (BREWSTER NY)
CA
08/01/2003 - 12/16/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
11/18/1983 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
03/11/1981 - 10/25/1983
FIRST EASTERN EQUITY CORP.
BOTH
Issued 01/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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