Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Fernandez is a financial advisor at LPL Financial LLC with over 23 years of experience in the financial services industry. Edwin has a strong track record of providing financial advice to individuals, families, and businesses. Edwin holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Edwin is a Registered Representative and Investment Advisor Representative, and is licensed in Arizona, California, Colorado, Florida, Idaho, Minnesota, Nevada, New Mexico, New York, North Carolina, Texas, Vermont and Washington. Prior to joining LPL Financial LLC, Edwin was a financial advisor at Voya Financial Advisors, Inc. and ING Financial Advisors, LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
NM
11/02/2022 - Present
LPL Financial LLC (ALBUQUERQUE NM)
NM
01/03/2011 - 11/03/2022
VOYA FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)
NM
06/30/2004 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ALBUQUERQUE NM)
CT
12/09/1999 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
Issued 09/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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