Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cirilo? Claim Your ProfileCirilo Alexander Suarez is an investment advisor representative at Wells Fargo Clearing Services, LLC. Cirilo has been in the securities industry since September 2007. Cirilo is registered with the following securities authorities: Florida, Georgia, New Jersey, and New York. Cirilo has experience with a wide range of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Cirilo has a wide range of experience in the investment industry, including working for JPMorgan Chase NA, JPMorgan Chase Bank, N.A., and JP 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.
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
02/02/2023 - Present
Wells Fargo Clearing Services, LLC (MIAMI LAKES FL)
FL
10/01/2012 - 02/02/2023
J.P. MORGAN SECURITIES LLC (HIALEAH FL)
NY
10/01/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 06/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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