Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddy? Claim Your ProfileEddy Suriel is a financial professional with over six years of experience in the industry. Eddy is currently registered as a Registered Representative with Fidelity Personal and Workplace Advisors. Eddy also holds the Series 7, Series 63, and Series 66 licenses and is licensed in 52 states. Prior to joining Fidelity Personal and Workplace Advisors, Eddy was employed as a Financial Advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eddy's experience and credentials make him a valuable resource for clients seeking financial guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/22/2023 - Present
Fidelity Personal AND Workplace Advisors (WESLEY CHAPEL FL)
GA
04/13/2021 - 05/24/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 09/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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