Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avilio? Claim Your ProfileAvilio Alejandro Sutherland Navea is a financial advisor registered with Charles Schwab & CO., Inc. Avilio has been in the financial services industry for over 10 years. Avilio has a Series 7TO and Series 66 license in Florida and is registered in 51 states and the District of Columbia. Avilio is also an Investment Advisor Representative. Avilio is a financial planning advisor and helps clients select other financial advisors.
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
08/28/2024 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BOTH
Issued 08/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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