Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Rebecca Suazo is a financial advisor registered with UBS Financial Services Inc. Emily has been in the financial industry since January 2012 and is licensed to provide investment advice in the state of Florida. Emily holds the Series 7TO and SIE licenses, as well as the Series 66 license. She is actively involved in the financial planning and investment management services provided by UBS Financial Services Inc. Emily has a background in both the service and financial industries.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
02/19/2024 - Present
UBS Financial Services Inc. (Winter Park FL)
BOTH
Issued 02/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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