Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ronald Susskind is a financial professional with over 30 years of experience in the industry. Jeffrey Susskind is currently registered with Osaic Wealth, Inc. in Livingston, NJ. Prior to joining Osaic Wealth, Inc., Jeffrey Susskind was associated with Signator Investors, Inc., Summit Equities, Inc., MML Investors Services, Inc. and G. R. Phelps & Co., Inc. Jeffrey Susskind offers financial planning, portfolio management for individuals and businesses, selection of other advisors, pension consulting, and 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.
1
2
NJ
11/02/2018 - Present
Osaic Wealth, Inc. (LIVINGSTON NJ)
NJ
06/01/2010 - 11/02/2018
SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)
NJ
01/04/1997 - 06/01/2010
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
MA
03/01/1996 - 12/31/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
01/15/1996 - 03/01/1996
G. R. PHELPS & CO., INC.
DE
07/25/1994 - 02/29/1996
PML SECURITIES COMPANY (NEWARK DE)
NA
12/08/1988 - 12/12/1995
G. R. PHELPS & CO., INC.
NA
12/07/1988 - 12/21/1988
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 10/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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