Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Fernandez is a financial professional with over 20 years of experience in the financial services industry. Benjamin currently works at Cetera Investment Advisers LLC and has held previous positions at BBVA Securities Inc., Greenberg Financial Group, BBVA Compass Investment Solutions, Inc, and Wachovia Securities, LLC. Benjamin holds a Series 7, Series 24, Series 31, Series 63, and Series 65 licenses. Benjamin is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC and is registered in Arizona 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.
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.
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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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (TUCSON AZ)
AZ
08/23/2018 - 08/06/2021
BBVA SECURITIES INC. (PHOENIX AZ)
AZ
10/22/2013 - 08/20/2018
GREENBERG FINANCIAL GROUP (TUCSON AZ)
AZ
05/16/2013 - 10/16/2013
BBVA SECURITIES INC. (PEORIA AZ)
AZ
11/03/2005 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PHOENIX AZ)
MO
11/30/2000 - 11/08/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 1/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/4/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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