Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Fuentes is a financial professional with over 15 years of experience in the financial services industry. Fernando is a CERTIFIED FINANCIAL PLANNER™ professional and has held various positions in the industry, including roles at J.P. Morgan Securities LLC, Chase Investment Services Corp., and Cetera Investment Advisers LLC. Fernando currently works as a Registered Representative with Cetera Investment Advisers LLC, where he provides financial planning, portfolio management, and other advisory services to a range of clients, including high-net-worth individuals, corporations, and pension plans.
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
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (BRONX NY)
NY
10/01/2012 - 05/01/2019
J.P. MORGAN SECURITIES LLC (BRONX NY)
NY
05/02/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
IA
Issued 03/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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