As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Investment Management Consultants Association
- The Leukemia & Lymphoma Society
- The James Beard Foundation
- The Adam Spector Fund for Hodgkin's Research
- The Penn State Alumni Association
- Asset Management
- 401k Rollovers
- Retirement Planning
- Municipal Bonds
- Wealth Management
- 529 Plans
- Alternative Investments
- Estate Planning
- Financial Planning
- Lending Services
- Philanthropic Services
- Socially Responsible Investing
- Stock Option Plans
- Corporate Cash Management
- Cash Management
- Business Succession Planning
- Corporate Retirement Plans
- Annuities
- Life Insurance
- Certificates of Deposit
- Wharton School of the University of Pennsylvania
CIMA® - Certified Investment Management Analyst
Philadelphia, PA - Pennsylvania State University
B.S. - Smeal College of Business
University Park, PA - École de Management de Lyon (EM Lyon)
International Business
Lyon, France - Series 7, 63, 31 & 66 Licensed
- Life, Accident & Health Insurance Licensed
- 2010 Morgan Stanley Smith Barney Pacesetter's Club
- Certified Investment Management Analyst (CIMA)
- 2005
- Present: Morgan Stanley Smith Barney
Financial Advisor
Certified Investment Management Analyst
New York, NY - 2004
- 2005: Oppenheimer & Co.
New York, NY - 2003
- 2004: The Vanguard Group
Malvern, PA
With our Wealth Planning Center experts, we'll help you address issues ranging from management of risk to philanthropy. We can help ensure that, whatever your objectives are, your personal and family values are at the heart of all of your planning. To find out more, call or email.
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Alexander R. Suero is licensed in the following state(s):
CA, CT, DC, DE, FL, MA, MD, NC, NJ, NY, PA, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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