Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Elizabeth Hayes is an investment advisor representative with Beacon Trust, a firm with headquarters in Morristown, New Jersey. Susan has over 20 years of experience in the financial services industry and holds a Series 7, Series 63 and Series 65 license. Susan is a registered investment advisor in New Jersey. Prior to joining Beacon Trust, Susan worked at Oppenheimer & Co. Inc., CIBC World Markets Corp., Dean Witter Reynolds Inc. and CIBC Oppenheimer Corp. Susan has experience providing advisory services to a variety of clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, pension and profit-sharing plans, investment companies, and business development companies.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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NJ
12/09/2019 - Present
Beacon Trust (MORRISTOWN NJ)
NY
04/01/2003 - 12/15/2016
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/13/2000 - 04/08/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/03/1998 - 06/06/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/08/1994 - 02/06/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
IA
Issued 11/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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