Unclaimed
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 who has been in the industry since 1990. Juan Carlos has experience with a variety of firms, including Southeastern Securities, Inc., MetLife Securities Inc., and LPL Financial LLC. Juan Carlos is currently registered with Edelman Financial Engines in North Carolina and Texas. Juan Carlos specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Marion, NC
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 9/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/9/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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