Unclaimed
Ramon Montoya Suazo is a financial advisor with Bengur Bryan & CO., Inc. Ramon has been in the financial industry since 2008. Previously, Ramon worked at CEA ATLANTIC ADVISORS, LLC, BG STRATEGIC ADVISORS LLC, CONSOLIDATED FINANCIAL INVESTMENTS, INC., WEEDEN & CO.L.P., HSBC SECURITIES (USA) INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, LEGG MASON WOOD WALKER, INCORPORATED, and LEHMAN BROTHERS INC. Ramon is registered with FINRA and has passed the Series 7, SIE, and Series 79TO exams. Ramon is licensed to sell securities in Maryland.
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.
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.
1
2
MD
01/11/2022 - Present
Bengur Bryan & CO., Inc. (BALTIMORE MD)
FL
07/27/2020 - 12/06/2021
CEA ATLANTIC ADVISORS, LLC (TAMPA FL)
FL
03/25/2013 - 06/22/2016
BG STRATEGIC ADVISORS LLC (WEST PALM BEACH FL)
MO
08/11/2011 - 08/21/2013
CONSOLIDATED FINANCIAL INVESTMENTS, INC. (CLAYTON MO)
CT
06/17/2009 - 04/14/2010
WEEDEN & CO.L.P. (GREENWICH CT)
NY
09/27/2007 - 04/24/2008
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
MD
12/01/2005 - 08/08/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
06/10/2002 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/26/2001 - 10/03/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 02/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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