Rodolfo SuarezCRD Number: 1194130
Current Firm: International Assets Investment Management, LLC
Rodolfo Suarez (CRD# 1194130) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 10 years of experience in the finance industry. Rodolfo Suarez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|International Assets Advisory, LLC||Orlando, FL||Feb 2013 - Current||4|
|Brokers Financial And Insurance Services||Miami, FL||Oct 1988 - Current||29|
|Questar Capital Corporation||Minneapolis, MN||Dec 2006 - Feb 2013||6|
|International Eng. Supply Inc.||Coral Gables, FL||Mar 1976 - Feb 2011||34|
|Questar Asset Management||Minneapolis, MN||Oct 2007 - Sep 2009||1|
|Usallianz Securities Inc.||Minneapolis, MN||Oct 2003 - Nov 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
Total Assets Under Management198MILLIONS
Total Number of Accounts1,014ACCOUNTS
Average Account Value$195,064
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV