Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Suero is an Investment Advisor Representative, or IAR, at Golden State Wealth Management, LLC. Edward has been in the financial services industry since 2005, working at various firms including LPL Financial LLC, UnionBanc Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edward offers financial planning services, as well as portfolio management for both individuals and businesses. Edward is also an Independent Investment Advisor for Golden State Wealth Management, 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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CA
06/05/2023 - Present
Golden State Wealth Management, LLC (Encino CA)
CA
05/21/2021 - 05/12/2023
LPL FINANCIAL LLC (CHATSWORTH CA)
CA
06/01/2017 - 12/01/2020
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
12/12/2014 - 06/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STEVENSON RANCH CA)
FL
02/01/2005 - 08/21/2006
WACHOVIA SECURITIES, LLC (JACKSONVILLE FL)
BOTH
Issued 01/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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