Carlos Suarez (CRD# 5753583) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fountain Valley, CA and has over 8 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | Las Vegas, NV | Aug 2017 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Las Vegas, NV | Nov 2016 - Aug 2017 | < 1 |
| Wells Fargo Advisors, LLC | Las Vegas, NV | Oct 2016 - Nov 2016 | < 1 |
| Scottrade Inc. | Winston Salem, NC | Aug 2015 - Oct 2016 | 1 |
| Wells Fargo Bank | Winston Salem, NC | Feb 2015 - Aug 2015 | < 1 |
| Unemployed | Winston Salem, NC | Dec 2014 - Feb 2015 | < 1 |
| Wells Fargo Wealth Management | Las Vegas, NV | May 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- CA
- NV
-
Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
-
Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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