Unclaimed
David Fernandez is a financial professional with over two years of experience in the industry. David is currently registered with J.P. Morgan Institutional Investments Inc. and has been registered with J.P. Morgan Securities LLC in the past. David is licensed to provide securities and investment advisory services. David holds the Series 7TO, Series 63, and SIE licenses.
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.
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.
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2
NY
08/30/2023 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
08/17/2021 - 08/15/2023
J.P. MORGAN SECURITIES LLC (New York NY)
BC
Issued 08/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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