Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Fernandez is a financial advisor with UBS Financial Services Inc. Edward has been in the industry since June 29, 2016 and has 9 approved SRO registrations, 1 approved FINRA registration, 1 approved state registration and 1 approved IA state registration. Edward is licensed to provide financial advice in New Jersey and has a series 66, series 7 and SIE license. Prior to UBS Financial Services Inc., Edward was employed at MORGAN STANLEY and MORGAN STANLEY & CO. LLC. Edward has also held positions with Morgan Stanley Services Group Inc. and MORGAN STANLEY & CO LLC. Edward is registered to provide financial advice to corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, investment companies, pooled investment vehicles and banking or thrift institutions.
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
NJ
07/12/2018 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
07/15/2016 - 06/18/2018
MORGAN STANLEY (PURCHASE NY)
NY
06/08/2016 - 09/08/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BOTH
Issued 06/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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