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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 Duarte Frias is a financial advisor with over 20 years of experience in the industry. Fernando has a broad range of experience, having worked with multiple firms including Woodbury Financial Services, Inc., Questar Capital Corporation, and USALLIANZ Securities, Inc. Fernando currently works as a registered representative for Osaic Wealth, Inc. based out of Henderson, NV. Fernando is registered in 11 states, including Arizona, California, Colorado, Iowa, Minnesota, Montana, Nevada, New York, Washington, and Wisconsin. Fernando is also registered as an Investment Advisor Representative (IAR) in Nevada. Fernando specializes in providing financial planning, pension consulting, and educational seminars to his clients. Fernando also specializes in portfolio management for businesses and individuals.
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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NV
01/19/2024 - Present
Osaic Wealth, Inc. (HENDERSON NV)
NV
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HENDERSON NV)
NV
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (HENDERSON NV)
NV
08/15/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (HENDERSON NV)
NV
08/01/2002 - 08/21/2006
ROYAL ALLIANCE ASSOCIATES, INC. (LAS VEGAS NV)
MA
12/07/2001 - 06/28/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
03/13/2001 - 01/22/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
GA
02/07/2001 - 02/20/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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