Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Thornburg Grant is a financial advisor registered with Osaic Wealth, Inc. Susan has over 30 years of experience in the financial services industry. Susan's experience includes working for various firms, including J.P. Morgan Securities LLC, Pruco Securities LLC, CoreCap Investments, LLC, and VALIC Financial Advisors, Inc. Susan holds Series 6, 7, 63, and 65 licenses. Susan is currently registered as a broker-dealer and investment advisor in Texas and New York. Susan's firm, Osaic Wealth, Inc., specializes in providing financial planning, investment management, and pension consulting services to a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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
AZ
07/31/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
TX
04/12/2022 - 02/01/2023
CORECAP INVESTMENTS, LLC (Houston TX)
TX
10/04/2018 - 03/29/2021
PRUCO SECURITIES, LLC. (HOUSTON TX)
TX
05/02/2017 - 08/20/2018
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
04/22/2013 - 05/03/2017
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/09/2005 - 04/05/2006
CAPNET SECURITIES CORPORATION (HOUSTON TX)
TX
01/10/2002 - 08/20/2003
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
MO
09/08/2000 - 08/30/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
10/05/1995 - 09/01/2000
EDWARD JONES (ST. LOUIS MO)
NY
07/24/1991 - 05/14/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NJ
05/15/1991 - 07/26/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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