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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Fernandez is a financial advisor with Fidelity Personal and Workplace Advisors in Hialeah, FL. Erick has been in the financial services industry for over 7 years and has a wide range of experience in financial planning, portfolio management, and selection of other advisors. Erick is registered with FINRA and the state of Florida, and holds the Series 7, 63, and 65 licenses. Previous to joining Fidelity Personal and Workplace Advisors, Erick worked at TradeStation Securities, Inc., Northwestern Mutual Investment Services, LLC, SunTrust Investment Services, Inc., and Raymond James & Associates, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/08/2022 - Present
Fidelity Personal AND Workplace Advisors (HIALEAH FL)
FL
07/02/2021 - 08/20/2021
TRADESTATION SECURITIES, INC. (PLANTATION FL)
FL
03/13/2019 - 07/22/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORAL GABLES FL)
FL
03/22/2017 - 10/10/2017
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
FL
04/24/2015 - 11/13/2015
RAYMOND JAMES & ASSOCIATES, INC. (MIAMI BEACH FL)
BC
Issued 04/26/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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