Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzy? Claim Your ProfileSuzy Giorgio is a financial advisor currently registered with Summit Global Investments, LLC in California and Utah. Suzy holds both Series 6 and Series 63 licenses and is also a Series 65 licensed investment advisor representative. Prior to joining Summit Global Investments, Suzy worked at Transamerica Financial Advisors, Inc., and World Group Securities, Inc.. Suzy has over 15 years of experience in the financial services industry. Her areas of expertise include portfolio management, financial planning, and analytical services. Suzy's primary client base includes high-net-worth individuals, corporations, and pooled investment vehicles.
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.
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.
Analytical services.
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.
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.
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CA
05/14/2024 - Present
Summit Global Investments, LLC (Canoga Park CA)
CA
01/06/2012 - 04/30/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (NEWPORT BEACH CA)
CA
05/26/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (WESTLAKE VILLAGE CA)
IA
Issued 12/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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