Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Blassingame is a financial advisor registered with Global Retirement Partners LLC. Susan has over 13 years of experience in the financial services industry. Susan holds the Series 6, Series 63, and Series 65 licenses and the SIE exam certification. Susan specializes in financial planning, retirement planning, and portfolio management. Susan has a strong track record of providing personalized financial advice to individuals, families, and businesses. Susan also has experience providing investment advisory services through Global Retirement Partners LLC. Susan's clients can benefit from her expertise in retirement planning, investment management, and financial planning.
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.
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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CA
04/01/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
TX
12/08/2008 - 02/19/2021
KESTRA INVESTMENT SERVICES, LLC (Ft. Worth TX)
IA
Issued 04/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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