Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge David Suarez is an investment advisor representative with Corient, a firm with a strong focus on providing wealth management services for a diverse range of clients. George has been in the financial industry for over two decades and has a broad understanding of the investment landscape. George holds the Series 6, Series 7, and Series 65 licenses, demonstrating his expertise in both securities and investment advisory services. His extensive experience and commitment to professional development makes George a valuable resource for clients seeking guidance in their financial journey.
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.
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.
% of assets under advisement
1
2
FL
08/19/2024 - Present
Corient (Weston FL)
NY
09/18/2000 - 05/08/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
07/31/1998 - 07/25/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
TN
06/21/1993 - 10/23/1997
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
IA
Issued 01/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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