Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susett? Claim Your ProfileSusett Yaneth Grijalva is a financial advisor at Morgan Stanley. Susett has been in the financial services industry since 2006 and has been registered with Morgan Stanley since 2022. Previously, Susett worked at Citigroup Global Markets Inc., Citi International Financial Services LLC, and LPL Financial LLC. Susett holds licenses Series 6, 7, 9, 10, 24, 63, 66 and SIE.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/16/2022 - Present
Morgan Stanley (Miami FL)
FL
07/20/2020 - 06/07/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/14/2018 - 07/27/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
NC
04/09/2008 - 08/29/2018
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
09/18/2006 - 08/28/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 08/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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