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Jean pier Suarez

A.g.p. / Alliance Global Partners

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About Jean pier Suarez

Jean pier Suarez is a registered representative with A.G.P. / Alliance Global Partners. Jean pier has been in the financial services industry since 2016. Jean pier is a licensed investment advisor representative in California, Connecticut, New York, and Texas. Jean pier is also a registered representative with FINRA. The advisor has experience working with a wide variety of clients, including individuals, businesses, and non-profits. Jean pier has specialized in managing portfolios for a variety of clients, including individuals, businesses, and pooled investment vehicles. Jean pier Suarez works with a variety of client types, including high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Jean pier is committed to providing clients with personalized financial advice and services that help them achieve their financial goals. Jean pier is registered with A.G.P. / Alliance Global Partners in Westport, CT. Jean pier Suarez is also registered with A.G.P. / Alliance Global Partners in New York, NY.

Firm Information

Jean pier Suarez is currently registered with A.g.p. / Alliance Global Partners. A.g.p. / Alliance Global Partners is a Limited Liability Company with a main office in Westport, Connecticut, and has been operating since July 2022. The firm has over 238 registered representatives and manages over $1.6 billion in regulatory assets. A.g.p. / Alliance Global Partners provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. They cater to a diverse range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
A.g.p. / Alliance Global Partners

88 POST ROAD WEST

WESTPORT, CT 06880

$1.69B

Assets Under Management

Not reported

Total Clients

175

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser of pooled investment vehicle charges a performance f

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Jean pier Suarez’s Registration & Firm History

CT

09/06/2024 - Present

A.g.p. / Alliance Global Partners (WESTPORT CT)

NY

10/21/2019 - 04/06/2020

SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)

CT

02/24/2016 - 10/08/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGEFIELD CT)

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Licenses & Designations

BOTH

Issued 09/26/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jean pier Suarez. Review regulatory record here.
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