Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eustace? Claim Your ProfileEustace Fernandes is a financial advisor with over 20 years of experience in the industry. Eustace has worked with various firms, including VOYA Financial Advisors, Inc., Ameritas Investment Corp., The O.N. Equity Sales Company, and now LPL Financial LLC. Eustace is a registered representative and investment advisor representative and holds Series 63, 65, 7 and SIE licenses. Eustace provides a variety of financial services, including financial planning, portfolio management, and insurance.
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
TX
06/29/2023 - Present
LPL Financial LLC (FLOWER MOUND TX)
TX
08/16/2017 - 06/30/2023
THE O.N. EQUITY SALES COMPANY (FLOWER MOUND TX)
TX
06/01/2016 - 09/11/2017
AMERITAS INVESTMENT CORP. (Coppell TX)
TX
03/04/2015 - 11/09/2015
VOYA FINANCIAL ADVISORS, INC. (DALLAS TX)
TX
01/07/2004 - 11/03/2014
VOYA FINANCIAL ADVISORS, INC. (COPPELL TX)
KS
08/12/1999 - 01/06/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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