Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Norka Fernandez is a registered Investment Advisor Representative with Allgen Financial Advisors, Inc. Ana is a Certified Financial Planner and specializes in providing financial advice to individuals, high-net-worth individuals, and corporations. Ana has over 20 years of experience in the financial services industry and has held previous positions with Raymond James Financial Services, Inc., Equity Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Ana is licensed to provide investment advice in Florida and Texas.
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.
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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FL
03/30/2011 - Present
Allgen Financial Advisors, Inc. (ORLANDO FL)
FL
05/19/2003 - 11/17/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
VT
05/17/2002 - 05/16/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
04/13/1999 - 05/16/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/13/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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