Invested Better
Unclaimed

Unclaimed

Unclaimed

Susannah L Page

Roosevelt & Cross, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Susannah? Claim Your Profile

About Susannah L Page

Susannah L Page is a registered representative with Roosevelt & Cross, Inc. Susannah has been in the financial services industry since May 8, 2000. Susannah is registered in New York and holds Series 7, 50, 52, 53, and 63 licenses. Susannah previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dreyfus Service Corporation.

Firm Information

Susannah Page is currently registered with Roosevelt & Cross, Inc.. Roosevelt & Cross, Inc. is a Corporation that was formed on April 19, 1972. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Susannah Page’s Registration & Firm History

NY

03/31/2014 - Present

Roosevelt & Cross, Inc. (NEW YORK NY)

NY

08/11/2011 - 06/25/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

08/30/1991 - 10/25/2001

DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

09/19/1989 - 07/29/1991

J.J. KENNY DRAKE, INC. (NEW YORK NY)

Not sure if Susannah L Page is right for you?

Licenses & Designations

BC

Issued 08/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2018

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 08/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susannah L Page.
Not sure if Susannah L Page is right for you?