Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fernandez is a financial advisor registered with UBS Financial Services Inc. Daniel has been in the industry since 2021 and is currently licensed to offer securities in Texas. Daniel previously worked at BANORTE SECURITIES INTERNATIONAL, LTD. in Houston, TX. Daniel is registered with FINRA and has the Series 7TO, SIE and Series 9 licenses. Daniel specializes in investment advisory services for individuals and businesses. Daniel is also experienced in offering financial planning services, pension consulting, educational seminars, and publication of periodicals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
12/22/2022 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
05/29/2021 - 12/09/2022
BANORTE SECURITIES INTERNATIONAL, LTD. (HOUSTON TX)
BC
Issued 08/23/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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