Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzette? Claim Your ProfileSuzette Clariza Callejo is a financial advisor at UBS Financial Services Inc. Callejo has been a registered representative for over 25 years. Her experience includes working with Credit Suisse Securities (USA) LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities Inc. Callejo has a wide range of experience, having worked with individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
12/04/2015 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
CA
08/12/2009 - 12/21/2015
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
01/11/2008 - 08/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
03/19/2003 - 01/24/2008
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
NY
02/01/2000 - 06/13/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
09/02/1999 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
07/30/1998 - 07/23/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
09/25/1996 - 06/24/1998
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
BOTH
Issued 04/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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