Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serge? Claim Your ProfileSerge Suleimani is a financial professional with over 20 years of experience in the financial services industry. Serge is currently registered with Cetera Investment Advisers LLC in Fairbanks, AK and has previously worked with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Serge holds several industry licenses and certifications, including Series 7, Series 10, Series 9, Series 31, and the SIE exam. Serge specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Serge is committed to providing personalized financial advice and services to meet the individual needs of clients.
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.
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2
AK
06/29/2023 - Present
Cetera Investment Advisers LLC (FAIRBANKS AK)
AK
02/13/2012 - 10/11/2022
WELLS FARGO CLEARING SERVICES, LLC (FAIRBANKS AK)
AK
06/01/2009 - 02/09/2012
MORGAN STANLEY SMITH BARNEY (FAIRBANKS AK)
AK
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRBANKS AK)
AK
02/21/2001 - 04/02/2007
MORGAN STANLEY DW INC. (FAIRBANKS AK)
NY
09/10/1999 - 02/15/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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