Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Joan Blahak is a financial professional with over 30 years of experience in the industry. Susan has a wide range of experience, having worked at both William Blair and D.A. Davidson & Co. She is a registered representative and holds Series 7, 24, 52, and 63 licenses. She is a registered principal with D.A. Davidson & Co. and her current location is the Denver, Colorado branch office. Susan has experience with a variety of client types including corporations, individuals, high-net-worth individuals, and charitable organizations. Susan is dedicated to providing her clients with personalized financial guidance and investment solutions.
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.
1
2
CO
11/13/2017 - Present
D.a. Davidson & Co. (DENVER CO)
IL
12/12/1986 - 08/01/2017
WILLIAM BLAIR (CHICAGO IL)
NA
11/07/1986 - 03/18/1991
WILLIAM BLAIR & COMPANY
NA
05/15/1984 - 11/12/1986
ISAAK BOND INVESTMENTS, INC.
BC
Issued 06/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1984
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Susan Blahak is the right advisor for you? Invested Better is here to help.
