Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evert? Claim Your ProfileEvert Fernandez is an investment advisor representative with LPL Financial LLC. Evert has been in the financial industry since April 7, 1993, and has held previous positions with Associated Securities Corp., Royal Alliance Associates, Inc., Park Avenue Securities LLC, and Guardian Investor Services Corporation. Evert is registered with the state of California as a broker-dealer and investment advisor representative. Evert holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Evert has a history of providing investment and insurance services to a variety of clients, including individuals, corporations, and charitable organizations.
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
CA
01/01/2025 - Present
LPL Financial LLC (SEBASTOPOL CA)
CA
08/01/2006 - 11/12/2009
ASSOCIATED SECURITIES CORP. (SEBASTOPOL CA)
CA
02/07/2000 - 07/31/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SEBASTOPOL CA)
NY
05/03/1999 - 02/06/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/08/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 09/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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