linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Juanita Flonard

Credit Suisse Securities (usa) LLC

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

About Juanita Flonard

Juanita Flonard is a registered representative and investment advisor representative with Credit Suisse Securities (usa) LLC. Juanita has been in the industry since August 12, 2022 and has been registered with Credit Suisse Securities (usa) LLC since August 13, 2022. Juanita holds the Series 7TO, SIE, and Series 99TO licenses. Juanita is also a Series 27 principal. Juanita's office is located in New York, NY.

Firm Information

Juanita Flonard is currently registered with Credit Suisse Securities (usa) LLC. Credit Suisse Securities (USA) LLC is a Limited Liability Company formed in 2003 and headquartered in New York, NY. The firm is registered with the SEC and in all 50 states. They provide portfolio management for pooled investment vehicles and have $805,275,346 in regulatory assets under management. The firm's website is HTTP://WWW.CREDIT-SUISSE.COM.
Credit Suisse Securities (usa) LLC

11 MADISON AVENUE

NEW YORK, NY 10010

$805.28M

Assets Under Management

Not reported

Total Clients

64

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Transaction-based fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Juanita Flonard’s Registration & Firm History

NY

08/13/2022 - Present

Credit Suisse Securities (usa) LLC (NEW YORK NY)

Not sure if Juanita Flonard is right for you?

Licenses & Designations

BC

Issued 10/18/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 08/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Juanita Flonard.
Not sure if Juanita Flonard is right for you?