Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Jurica is a financial advisor at Osaic Wealth, Inc. Susan has been in the financial industry for over 30 years and has experience working with a variety of clients, including individuals, businesses, and institutions. Susan is a Registered Representative and Investment Advisor Representative and holds Series 7, Series 63, and Series 66 securities licenses. Susan provides a range of financial services, including financial planning, portfolio management, and insurance recommendations. Susan is committed to helping her clients achieve their financial goals.
HOUSTON, TX
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
09/01/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
05/23/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
TX
11/03/2010 - 05/26/2016
QUESTAR CAPITAL CORPORATION (HOUSTON TX)
TX
07/11/2008 - 10/28/2010
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
04/16/2003 - 05/06/2008
STANFORD GROUP COMPANY (HOUSTON TX)
FL
03/27/2001 - 04/17/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
01/24/2000 - 03/15/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
09/28/1999 - 11/30/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
TX
10/09/1996 - 09/07/1999
STANFORD GROUP COMPANY (HOUSTON TX)
NY
12/04/1995 - 10/03/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/01/1995 - 08/09/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
TX
02/21/1990 - 12/31/1993
CAPSTONE ASSET PLANNING COMPANY (HOUSTON TX)
NY
09/29/1988 - 03/23/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
04/29/1987 - 01/26/1988
THE STUART-JAMES COMPANY, INC. (DENVER CO)
BOTH
Issued 11/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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