Unclaimed
Armando Fernandez is a financial advisor with LPL Financial LLC. Armando has been in the financial services industry since 2004. Armando is registered with the state of Florida as a Broker-Dealer and Investment Advisor. Armando is also registered with the state of Texas as an Investment Advisor. Armando previously worked at INVEST Financial Corporation, Next Financial Group, Inc., HBW Securities LLC, American General Securities Incorporated, and PFS Investments Inc. Armando holds a Series 6, Series 26, Series 63, and Series 65. Armando specializes in providing financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/14/2022 - Present
LPL Financial LLC (DORAL FL)
FL
01/11/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (DORAL FL)
FL
03/16/2015 - 12/14/2016
NEXT FINANCIAL GROUP, INC. (MIAMI FL)
FL
02/01/2013 - 12/31/2013
HBW SECURITIES LLC (MIAMI FL)
FL
03/08/2006 - 12/31/2012
HBW SECURITIES LLC (DORAL FL)
TX
03/08/2005 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
GA
01/19/2004 - 11/02/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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