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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Carlos Suarez is a financial advisor with Edelman Financial Engines in Marion, NC. Juan Carlos has been in the financial services industry for over 20 years and has experience with a variety of investment firms including LPL Financial LLC, AXA Advisors, LLC, MML Investors Services, LLC, and ICD Securities Inc. Juan Carlos is registered with the state of North Carolina and Texas. Juan Carlos is a Series 7, 6, 24, 66, and SIE licensed financial advisor. Juan Carlos specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, publication of periodicals, and selection of other advisers.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
NC
01/25/2024 - Present
Edelman Financial Engines (Marion NC)
FL
10/01/2019 - 11/19/2020
LPL FINANCIAL LLC (MIAMI FL)
FL
07/24/2017 - 08/05/2019
AXA ADVISORS, LLC (MIAMI FL)
FL
03/03/2017 - 07/03/2017
MML INVESTORS SERVICES, LLC (Miami FL)
FL
10/12/2006 - 07/06/2015
ICD SECURITIES INC. (MIAMI FL)
FL
09/30/2003 - 11/01/2006
SOUTHEASTERN SECURITIES, INC. (MIAMI FL)
FL
05/10/1994 - 05/20/1997
SOUTHEASTERN SECURITIES, INC. (MIAMI FL)
NA
10/24/1991 - 05/11/1993
CIC CAPITAL
MA
11/15/1990 - 04/23/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/15/1990 - 04/23/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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