Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Surya? Claim Your ProfileSurya Metzler is a financial advisor at Newport Wealth Advisors, Inc. with over 20 years of experience in the financial services industry. Surya has a broad range of experience in financial planning and investment management, and is committed to providing clients with personalized advice and guidance. Surya is also a registered representative with FINRA and holds the Series 7, Series 66 and SIE licenses. Surya's goal is to help clients achieve their financial goals by providing them with the best possible advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
CA
01/09/2018 - Present
Newport Wealth Advisors, Inc. (NEWPORT BEACH CA)
CA
08/03/2007 - 11/02/2011
CAPITAL GROWTH RESOURCES (NEWPORT BEACH CA)
CA
12/07/2006 - 08/02/2007
CROWELL, WEEDON & CO. (IRVINE CA)
CA
03/23/2006 - 12/07/2006
THE SEIDLER COMPANIES INCORPORATED (IRVINE CA)
MN
08/05/2002 - 02/15/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/05/2002 - 02/15/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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