Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliana? Claim Your ProfileJuliana Suarez salazar is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Juliana has 9 years of experience in the securities industry. Juliana is registered with the state of Florida and Texas. She is also a registered investment advisor representative in Florida and Texas. Juliana Suarez salazar has been active in the industry since April 2013. Previously, Juliana was employed at J.P. MORGAN SECURITIES LLC. Juliana holds Series 6, 7TO, SIE and Series 66 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/10/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
FL
04/29/2013 - 10/29/2020
J.P. MORGAN SECURITIES LLC (Orlando FL)
BOTH
Issued 04/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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