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Susan M. Winfree

Waddell & Reed

Financial Planner in Campbell, CA

Address:
1999 S Bascom Ave, Ste 400
Campbell, CA 95008
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About Susan M. Winfree

Susan Winfree is a financial professional at Waddell & Reed located in Campbell, California. Susan Winfree holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Susan Winfree provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Susan Winfree
1999 S Bascom Ave, Ste 400
Campbell, CA 95008

Phone Number: Click to Show
Website:

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