1995 -
now Managing Director and Wealth Management Advisor @
1985 -
1994 Financial Representative @
1984 -
1985 Financial Representative Intern @
Fernando Suarez Education
University of Houston, C.T. Bauer College of Business
BBA (Finance)
1981
-
1985
Colegio CAFAM 1975
-
1980
Fernando Suarez Skills
Wealth Management
Series 7
Strategic Planning
Finance
Insurance
IRAs
Wealth
Management
Leadership
Financial Planning
Estate Planning
Mutual Funds
Investments
Business Planning
Retirement Planning
Fixed Annuities
Retirement
Strategic Financial Planning
Securities
Time Management
Public Speaking
Portfolio Management
Asset Management
Mortgage Lending
Financial Analysis
Customer Service
Long-term Care
Asset Allocation
Series 63
Risk Management
CLU
Financial Services
SAN
ChFC
Long Term Care
Young Professionals
Fernando Suarez Summary
Fernando Suarez, based in San Antonio, TX, US, is currently a Managing Director and Wealth Management Advisor at Northwestern Mutual. Fernando Suarez brings experience from previous roles at Northwestern Mutual. Fernando Suarez holds a 1981 - 1985 BBA in Finance @ University of Houston, C.T. Bauer College of Business. With a robust skill set that includes Wealth Management, Series 7, Strategic Planning, Finance, Insurance and more. Fernando Suarez has 2 emails and 1 mobile phone numbers on RocketReach.
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