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Anjali Suri is a financial advisor professional located in Roswell, NM. They specialize in financial advisory. With over 16 years of experience, they bring deep expertise to every client.
Anjali Suri - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Anjali Suri operates Cetera Wealth Services, LLC in Roswell, New Mexico, bringing 16 years of experience in financial advisory. The firm holds a FINRA CRD registration, which governs securities-related activities and advisor conduct. Suri's background spans more than a decade and a half of working with clients on financial planning and wealth management matters.
A FINRA CRD registration indicates that Anjali Suri operates under the oversight of the Financial Industry Regulatory Authority, which regulates securities professionals and investment advisors. This registration means the advisor is subject to FINRA's compliance rules, continuing education requirements, and disciplinary procedures. Clients can verify the registration and review the advisor's disciplinary history through FINRA's public database. The CRD number serves as an official identifier within the securities industry regulatory framework.