Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Steffes is a financial professional with over 14 years of experience in the industry. She is a registered representative with Hennion & Walsh, Inc., a broker-dealer firm based in Parsippany, New Jersey. Susan holds the Series 7, Series 63, and SIE licenses, and has a proven track record of providing investment advice and guidance to clients. Her focus is on helping individuals and families achieve their financial goals.
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.
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.
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NJ
03/24/2009 - Present
Hennion & Walsh, Inc. (PARSIPPANY NJ)
BC
Issued 12/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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