Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Stefany is a financial professional with experience in the securities industry. Suzanne holds the Series 63, Series 24, SIE, and Series 79 licenses. Suzanne is currently registered with PJT Partners LP, a broker-dealer, in the state of Massachusetts and New York.
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
MA
03/12/2018 - Present
PJT Partners LP (BOSTON MA)
BC
Issued 06/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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