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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Suarez is a financial advisor with Wells Fargo Clearing Services, LLC. Eduardo is a registered representative and investment advisor representative with the firm. Eduardo has been in the securities industry since March 30, 1987. Eduardo has also worked for SunTrust Investment Services, Inc., Colonial Brokerage, Inc., Banc of America Investment Services, Inc., NationsSecurities, Griffin Financial Services, Charles Schwab & Co., Inc., First Union Brokerage Services, Inc., Southeast Bank Brokerage Service, Inc., Barnett Brokerage Service, Inc. and Young, Stovall and Company. Eduardo is registered with the following states: California, District of Columbia, Florida, Illinois, Indiana, Kentucky, North Carolina, Ohio, Puerto Rico, Tennessee, and Virginia.
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
11/10/2011 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
FL
11/21/2006 - 06/17/2011
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
FL
06/07/2006 - 11/20/2006
COLONIAL BROKERAGE, INC. (MIAMI FL)
FL
01/01/1998 - 06/09/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CORAL GABLES FL)
NA
07/15/1996 - 01/01/1998
NATIONSSECURITIES
NA
03/30/1993 - 06/26/1996
GRIFFIN FINANCIAL SERVICES
TX
03/20/1992 - 03/15/1993
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NC
10/29/1991 - 03/11/1992
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
08/02/1989 - 10/31/1991
SOUTHEAST BANK BROKERAGE SERVICE, INC.
NA
04/10/1987 - 07/22/1989
BARNETT BROKERAGE SERVICE, INC.
NA
10/24/1986 - 01/29/1987
YOUNG, STOVALL AND COMPANY
IA
Issued 03/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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