Unclaimed
Maria Beatriz Suarez is a financial advisor with Voya Financial Advisors, Inc., located in Windsor, CT. Maria has been in the financial services industry since 2009. She holds a Series 6, 7, 24, and 63 license. Maria has been with Voya Financial Advisors, Inc. since 2014. Prior to joining Voya Financial Advisors, Inc., she was employed by VOYA FINANCIAL PARTNERS, LLC, METLIFE INVESTORS DISTRIBUTION COMPANY, TOWER SQUARE SECURITIES, INC., and NEW ENGLAND SECURITIES.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
10/13/2014 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
01/29/2013 - 11/11/2014
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
04/01/2006 - 10/28/2008
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
CA
12/02/2005 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
09/29/2005 - 12/09/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 07/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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