Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daisy? Claim Your ProfileDaisy R Fernandez is a financial advisor with Edward Jones, a firm with over 20,000 employees and $825 billion in regulatory assets under management. Daisy R Fernandez has over 10 years of experience in the financial services industry. Daisy R Fernandez is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7, 63, and 66 licenses. Daisy R Fernandez specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Daisy R Fernandez previously worked at J.P. Morgan Securities LLC, BMO Harris Financial Advisors, Inc., and Chase Investment Services Corp. Daisy R Fernandez is a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
See schedule d - miscellaneous
1
2
IL
07/14/2021 - Present
Edward Jones (Rockford IL)
IL
08/03/2017 - 02/19/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
10/14/2016 - 08/08/2017
J.P. MORGAN SECURITIES LLC (OAK PARK IL)
IL
05/27/2016 - 10/14/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (WHEELING IL)
IL
10/01/2012 - 05/24/2016
J.P. MORGAN SECURITIES LLC (OAK PARK IL)
IL
08/20/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 08/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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