Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susana? Claim Your ProfileSusana Vasquez Franco is a registered investment advisor with Cadaret, Grant & CO., Inc., a firm headquartered in Syracuse, NY. Susana has been in the financial services industry since 2017 and has held various positions with firms such as BNY Mellon, BBVA Securities Inc. and JP Morgan Chase. Susana holds Series 7, 99, 63 and 66 licenses and has several years of experience in various aspects of the financial services industry. At Cadaret, Grant & CO., Inc., Susana provides financial planning, portfolio management for businesses and individuals, 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
NY
07/11/2022 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NY
12/10/2021 - 05/09/2022
BBVA SECURITIES INC. (NEW YORK NY)
NY
12/08/2017 - 06/03/2019
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
BOTH
Issued 07/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2021
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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