Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hajek is a financial advisor with over 30 years of experience in the financial industry. She has held positions at various firms, including Edward D. Jones & Co., L.P., Mercantile Investment Services, Inc., Resource Horizons Group LLC, and Cetera Advisor Networks LLC. Susan is currently registered with Sageview Advisory Group, LLC as a Retirement Plan Consultant. Susan is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Susan is a dedicated professional who is passionate about helping her clients reach 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.
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
CA
02/05/2023 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
TX
01/06/2014 - 12/31/2019
CETERA ADVISOR NETWORKS LLC (AUSTIN TX)
GA
02/24/2010 - 12/31/2011
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
NA
05/05/1992 - 06/07/1993
MERCANTILE INVESTMENT SERVICES, INC.
NA
01/03/1989 - 01/25/1991
EDWARD D. JONES & CO., L.P.
BOTH
Issued 12/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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