Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernanda? Claim Your ProfileFernanda Novaes is a registered investment advisor representative at Corient, a firm with a focus on providing investment advice and management services to a diverse range of clients including high-net-worth individuals, charitable organizations, and pension plans. Fernanda has over 15 years of experience in the financial services industry, having previously worked at Intercontinental Asset Management Group and Barclays Capital. She holds the Series 3, 7, 9, 63, 66 and SIE licenses.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
08/01/2023 - Present
Corient (MIAMI FL)
TX
12/12/2012 - 06/29/2021
INTERCONTINENTAL ASSET MANAGEMENT GROUP, LTD. (SAN ANTONIO TX)
FL
09/22/2008 - 11/29/2012
BARCLAYS CAPITAL INC. (MIAMI FL)
FL
08/02/2006 - 09/22/2008
LEHMAN BROTHERS INC. (MIAMI FL)
BOTH
Issued 03/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2007
Series 3 - National Commodity Futures Examination
BC
Issued 08/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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