Serge Suleimani
Serge Suleimani is a registered investment advisor at Cetera Investment Advisers LLC, based in Fairbanks, AK, with 26 years of industry experience. Serge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Fairbanks, AK
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Regulatory History (2)
Customer Dispute
August 2020Customer Dispute
April 2016Other Business ActivitiesSells Insurance
Serge sells life insurance, annuities, and long-term care as an insurance agent, dedicating a few hours per week. He also owns rental property and a fermented sauce business, and works as a financial consultant creating financial plans, managing investment accounts, and providing insurance advice, taking nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.