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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Coello de portugal is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Fernando is licensed to provide investment advice in 36 states. Fernando has been in the industry since 2003. Fernando is registered as a Registered Representative and an Investment Advisor Representative in Florida. Fernando has a total of 7 approved SRO registrations and 36 approved state registrations. Fernando has passed Series 7, Series 66, and SIE exams. Fernando has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2003. Fernando has worked with Bank of America, N.A. since January 2010. Fernando also owns a rental property. Fernando specializes in serving individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
01/11/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
BOTH
Issued 01/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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