Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo F. Suarez is a registered representative with Bolton Securities Corp. Eduardo has over 10 years of experience in the financial services industry. Eduardo's previous roles include working for JPMorgan Securities LLC and Transamerica Financial Advisors, Inc. Eduardo's experience includes providing investment advice to individuals and corporations. Eduardo is also licensed to sell insurance products. Eduardo is a Series 6, 7, 63, and 66 licensed professional.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
08/30/2018 - Present
Bolton Securities Corp. (HOUSTON TX)
TX
02/01/2017 - 09/20/2018
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
09/12/2016 - 01/18/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (HOUSTON TX)
TX
06/18/2007 - 01/03/2011
CHASE INVESTMENT SERVICES CORP. (KATY TX)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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