Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasio? Claim Your ProfileAnastasio Suarez is a financial advisor with Wells Fargo Clearing Services, LLC. Anastasio has been in the financial industry since 2007 and has a broad range of experience, including working with BBVA Compass Investment Solutions, Inc and Chase Investment Services Corp. Anastasio is registered with the Securities and Exchange Commission and holds multiple licenses and certifications including Series 7, Series 6, Series 63 and Series 66. Anastasio is also a Registered Representative for Wells Fargo Advisors LLC.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
01/10/2020 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
AZ
10/07/2010 - 04/15/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SURPRISE AZ)
AZ
04/10/2007 - 07/08/2010
CHASE INVESTMENT SERVICES CORP. (PEORIA AZ)
AZ
09/28/2006 - 03/07/2007
INTERSECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 08/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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