Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Fernandes is a financial advisor with Fidelity Personal and Workplace Advisors. Alec is registered in 17 states, including Washington, Texas, and California. Alec has experience in the financial services industry since 2016, and has specialized in providing financial planning, portfolio management, and educational seminars to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
03/27/2023 - Present
Fidelity Personal AND Workplace Advisors (SEATTLE WA)
WA
03/26/2021 - 12/15/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
WA
05/21/2018 - 03/27/2021
TD AMERITRADE, INC. (SEATTLE WA)
CA
04/26/2016 - 02/20/2018
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
BOTH
Issued 06/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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