Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Ellen Haffey is an investment advisor representative and financial advisor at LPL Financial LLC in Troy, Michigan. Susan Ellen Haffey has been in the financial industry for over 23 years and holds Series 6, 7, 63, and 65 licenses. Susan Ellen Haffey has a broad range of experience, having worked with clients in a variety of areas including individuals, families, corporations, charitable organizations, pension and profit sharing plans. Susan Ellen Haffey provides a variety of services including financial planning, portfolio management, and retirement planning. Susan Ellen Haffey is committed to providing her clients with personalized, comprehensive financial advice.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
10/14/2010 - Present
LPL Financial LLC (TROY MI)
NA
06/09/1987 - 01/20/1992
AAL CAPITAL MANAGEMENT CORPORATION
IA
Issued 09/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Haffey is the right advisor for you? Invested Better is here to help.
