Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Staffeld is a registered representative at Victory Capital Services, Inc. with over 20 years of experience in the financial industry. Susan has a broad range of knowledge and experience in the financial industry, having previously worked at firms such as J.P. Morgan Securities LLC and American Express Financial Advisors Inc. Susan holds FINRA Series 6, Series 7, and SIE licenses.
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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2
OH
11/01/2017 - Present
Victory Capital Services, Inc. (BROOKLYN OH)
OH
09/22/2015 - 09/07/2016
J.P. MORGAN SECURITIES LLC (LORAIN OH)
MN
08/28/2000 - 02/04/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/28/2000 - 02/04/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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