Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blanca? Claim Your ProfileBlanca Elena Fernandez is an experienced investment advisor with over 25 years in the financial services industry. Blanca is currently registered with Texas Capital Bank Private Wealth Advisors and previously held positions with a variety of firms including Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Blanca holds Series 3, 7, 9, 10, 24, 63 and 65 licenses and is a registered investment advisor representative in Texas, Florida and Alabama. Blanca specializes in working with high-net-worth individuals, corporations and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
10/23/2024 - Present
Texas Capital Bank Private Wealth Advisors (Fort Worth TX)
TX
02/02/2023 - 09/05/2023
TCBI SECURITIES (DALLAS TX)
TX
06/27/2016 - 05/02/2022
FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)
TX
11/02/2010 - 06/07/2016
J.P. MORGAN SECURITIES LLC (FORT WORTH TX)
FL
07/19/2010 - 10/29/2010
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
08/11/2009 - 07/21/2010
WELLS FARGO SECURITIES, LLC (MIAMI FL)
FL
06/20/2007 - 08/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
11/10/2005 - 06/21/2007
STANFORD GROUP COMPANY (MIAMI FL)
NY
06/03/2002 - 11/09/2005
UBS INTERNATIONAL INC. (NEW YORK NY)
NJ
05/11/2001 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/14/1997 - 05/16/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/17/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 3 - National Commodity Futures Examination
BC
Issued 10/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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