Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Blanco is a registered representative with Finalis Securities LLC. Susan has been in the industry since 2008 and has held prior roles at firms like BA Securities, LLC, Houlihan Lokey Capital, Inc., Archpoint Partners LLC, Financial Telesis Inc, Montgomery & Co., LLC, and J.P. Morgan Securities Inc.. Susan is licensed to provide investment advice in California, Florida, and Illinois.
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.
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.
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2
NY
06/29/2020 - Present
Finalis Securities LLC (New York NY)
PA
09/12/2019 - 07/02/2020
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
CA
03/07/2014 - 05/25/2016
HOULIHAN LOKEY CAPITAL, INC. (SAN FRANCISCO CA)
CA
12/21/2012 - 10/13/2014
ARCHPOINT PARTNERS LLC (SAN FRANCISCO CA)
CA
10/19/2009 - 12/20/2013
FINANCIAL TELESIS INC (SANFRANCISCO CA)
CA
01/29/2008 - 08/30/2010
MONTGOMERY & CO., LLC (SAN FRANCISCO CA)
NY
06/08/2000 - 10/23/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 11/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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