Unclaimed
Fernando Daveiga is a financial advisor with over 12 years of experience in the industry. Fernando is currently registered with Cetera Investment Advisers LLC in South Carolina, New Jersey, and Texas. Fernando has been a financial advisor with Cetera Investment Advisers LLC since 2024 and has previously worked with LPL Financial LLC and KESTRA INVESTMENT SERVICES, LLC. Fernando holds a Series 7 and Series 66 license as well as the SIE. Fernando offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Fernando is also a licensed insurance agent and serves as President of the Board of Trustees for Madison Common Homeowner's Association.
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.
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2
SC
02/15/2024 - Present
Cetera Investment Advisers LLC (Myrtle Beach SC)
FL
01/04/2019 - 02/20/2024
LPL FINANCIAL LLC (BOCA RATON FL)
NJ
10/28/2011 - 01/17/2019
KESTRA INVESTMENT SERVICES, LLC (FLORHAM PARK NJ)
BOTH
Issued 10/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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