Eduardo
Suarez
Bolton Securities Corporation
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About this Advisor
Eduardo Suarez is a financial advisor based in Houston, Texas, working with Bolton Securities Corporation. Eduardo has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Jaguar Exploration, Bolton Global Asset Management, Jpmorgan Chase, Jpmorgan Securities LLC, and Bolton Global Capital. Eduardo has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Eduardo is part of Bolton Securities Corporation, which operates out of Houston, Texas. The firm has 65 offices and 153 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Bolton Securities Corporation includes asset-based, hourly, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bolton Securities Corporation Brokerage Details
$5,853,942,197
153
6,217
$941,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Eduardo Suarez Work History
Bolton Global Asset Management
Bolton Global Capital
Jpmorgan Chase
Jpmorgan Securities LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Jaguar Exploration
Disclosures
Please visit the SEC profile of Eduardo Suarez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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