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Suzanne F. Haley

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CRD#: 1049910
SH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Suzanne Flint Haley, who also goes by Suzanne Flint, was a registered financial professional .

Suzanne is a previously registered financial professional and started their career in finance in 1982. Suzanne had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 52 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Suzanne Flint

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 23, 2005 - September 18, 2012

HALEY, SUZANNE FLINT

RIA
CRD#: 141948
DELRAY BEACH, FL
Past

November 6, 2000 - June 1, 2001

PMG SECURITIES CORPORATION

BD
CRD#: 27107
ELGIN, IL
Past

April 1, 1993 - November 3, 2000

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

March 2, 1990 - June 19, 1990

SYNOVUS SECURITIES, INC.

BD
CRD#: 14023
COLUMBUS, GA
Past

June 22, 1982 - August 10, 1989

AMUNI FINANCIAL, INC.

BD
CRD#: 8365
ST. PETERSBURG, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/21/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HS
HALEY, SUZANNE FLINT
HALEY, SUZANNE FLINT

CRD#: 141948 / SEC#:

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Contact information


Main Address
515 Se 4th Avenue, Delray Beach, FL 33483
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HALEY, SUZANNE FLINT

CRD#: 141948

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