Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Marie Witt is a financial advisor with Morgan Stanley, located in Paramus, NJ. Susan has been in the financial industry since December 2005. Susan has a strong track record of success in the financial industry and is committed to providing her clients with the highest level of service. Susan is a registered representative in multiple states and holds the Series 7, Series 66, and SIE licenses. Susan is also a registered investment advisor in New Jersey, New York, and Texas. Susan has experience working with a variety of clients, including individuals, families, businesses, and institutions. Susan is passionate about helping her clients 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
03/07/2016 - Present
Morgan Stanley (Paramus NJ)
NJ
09/09/2013 - 02/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NJ
03/15/2013 - 09/17/2013
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
06/01/2009 - 04/03/2013
MORGAN STANLEY (PARAMUS NJ)
NJ
12/15/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
BOTH
Issued 04/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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