Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Carlos Sanchez is an active Registered Representative in Florida and Texas. Fernando has been in the industry since July 1, 1992, and is currently employed by Charles Schwab & CO., Inc. Prior to joining Charles Schwab & CO., Inc., Fernando worked for GREAT WESTERN FINANCIAL SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Fernando holds several licenses including Series 7, Series 9, Series 10, and Series 63. Fernando is a Financial Planner who offers a wrap fee program and referral program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
01/02/2019 - Present
Charles Schwab & CO., Inc. (Coral Gables FL)
CA
06/28/1994 - 07/11/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MN
05/29/1992 - 07/05/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/29/1992 - 07/05/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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