Suzy Giorgio (CRD# 5508210) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Newport Beach, CA and has over 15 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axxess Benefit Consultants LLC | Hampton, GA | Feb 2023 - Current | 1 |
| Lspn Pro, LLC | Lindon, UT | Jul 2022 - Current | 1 |
| Dynamic Expansion Inc. | La Crescenta, CA | Apr 2019 - Current | 5 |
| Net Law | Louisville, KY | Jan 2016 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Newport Beach, CA | Jan 2012 - Current | 12 |
| World Financial Group | Newport Beach, CA | Mar 2008 - Current | 16 |
| Debtmerica | Santa Ana, CA | Nov 2018 - Mar 2022 | 3 |
| Sjg Enterprises, Inc. | Canoga Park, CA | Sep 2014 - Dec 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
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