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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertha? Claim Your ProfileBertha Lydia Fernandez is a registered investment advisor representative with Morgan Stanley. Bertha Lydia Fernandez has been in the industry since May 16, 2009. Bertha Lydia Fernandez is licensed in 55 states and jurisdictions, including Alabama, Alaska, and Arizona. Bertha Lydia Fernandez's previous employers include CHASE INVESTMENT SERVICES CORP. and CHARLES SCHWAB & CO., INC. Bertha Lydia Fernandez holds Series 63, Series 65, Series 7 and SIE licenses. Bertha Lydia Fernandez specializes in working with individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
10/05/2022 - Present
Morgan Stanley (Chicago IL)
IL
04/06/2010 - 06/30/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/22/2009 - 03/18/2010
CHARLES SCHWAB & CO., INC. (BARRINGTON IL)
IA
Issued 09/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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