Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Carrillo is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Fernando is active in the industry since January 2005 and holds Series 7 and 66 licenses. Fernando has worked with several firms previously including Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc., Metropolitan Life Insurance Company, and Wells Fargo Investments, LLC. Fernando's professional experience and licenses allow him to provide investment advisory services to individuals and businesses.
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
CA
08/17/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA ROSA CA)
CA
03/03/2011 - 06/24/2016
WELLS FARGO ADVISORS, LLC (SANTA ROSA CA)
CA
04/01/2010 - 01/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILL VALLEY CA)
CA
03/28/2007 - 03/24/2010
METLIFE SECURITIES INC. (SANTA ROSA CA)
CA
03/28/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SANTA ROSA CA)
CA
11/04/2004 - 04/03/2007
WELLS FARGO INVESTMENTS, LLC (PETALUMA CA)
BOTH
Issued 03/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2004
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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