Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Giovanny Suarez is a registered representative and investment advisor representative. Walter has been in the industry since 2004. Currently, Walter is registered with Cetera Investment Advisers LLC and has been with the firm since March 2024. Walter has been registered with Chase Investment Services Corp., Ameriprise Financial Services, Inc., IDS Life Insurance Company and Legend Securities, Inc. in the past.
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
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
11/16/2005 - 01/11/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
MN
12/16/2004 - 11/01/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/16/2004 - 11/01/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/20/2004 - 11/23/2004
LEGEND SECURITIES, INC. (NEW YORK NY)
IA
Issued 5/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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