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 with over 30 years of experience in the industry. She has worked with a variety of firms including Salomon Smith Barney Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Stanford Group Company. Currently, Susan is an Investment Advisor Representative with Osaic Wealth, Inc. in Houston, Texas. Susan's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting.
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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2
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 04/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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