Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jair? Claim Your ProfileJair Rafael Suazo is a financial professional who is registered with D.a. Davidson & Co. in the state of California. Jair Rafael Suazo has a Series 63, Series 79TO and SIE licenses. Jair Rafael Suazo is currently located in Irvine, CA. Jair Rafael Suazo has worked in the financial services industry for a short period of time, and is actively pursuing opportunities to expand his knowledge and expertise in the industry. D.a. Davidson & Co. is a well-established and respected firm with a strong track record of providing comprehensive financial services to individuals and businesses. The firm offers a variety of services, including financial planning, investment management, and retirement planning.
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.
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CA
08/25/2022 - Present
D.a. Davidson & Co. (IRVINE CA)
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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