linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joel Suarez

Mariner Independent

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joel? Claim Your Profile

About Joel Suarez

Joel Suarez is a financial advisor with Mariner Independent, located in Lubbock, Texas. Joel has been working in the financial industry for over 20 years. Joel has experience working with high-net-worth individuals, corporations and other businesses, as well as individuals other than high-net-worth individuals. Joel specializes in financial planning, portfolio management for individuals and businesses and pension consulting.

Firm Information

Joel Suarez is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joel Suarez’s Registration & Firm History

TX

11/07/2022 - Present

Mariner Independent (Lubbock TX)

TX

01/03/2011 - 11/10/2022

VOYA FINANCIAL ADVISORS, INC. (LUBBOCK TX)

TX

01/31/2007 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (LUBBOCK TX)

TX

04/03/2002 - 02/06/2007

VALIC FINANCIAL ADVISORS, INC. (LUBBOCK TX)

NJ

01/11/2002 - 02/11/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

08/14/1999 - 10/26/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Joel Suarez is right for you?

Licenses & Designations

BOTH

Issued 09/14/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Suarez.
Not sure if Joel Suarez is right for you?