Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arcelia? Claim Your ProfileArcelia Suarez is a registered representative with Charles Schwab & CO., Inc., in Orlando, Florida. Arcelia is a seasoned financial professional with over a decade of experience in the industry. Arcelia is a Series 7 and Series 6 licensed representative who earned her Series 63 registration in 2012. She previously worked at TD Ameritrade, Inc. and J.P. Morgan Securities 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
09/01/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
CA
10/10/2017 - 09/01/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
11/20/2012 - 09/13/2017
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
BC
Issued 11/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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