Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Salgado jr. is a financial advisor with over 25 years of experience in the industry. He has been registered as an investment advisor representative in Georgia since 2003 and in Texas since 2022. Fernando has a long history of working in the financial services industry. He was previously employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY from 1996 to 2001. Fernando Salgado jr. is currently registered with UBS Financial Services Inc. in Atlanta, GA. He is a licensed investment advisor representative and offers a variety of financial services to individuals, businesses, and institutions. Fernando is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
10/24/2022 - Present
UBS Financial Services Inc. (ATLANTA GA)
NY
06/03/1996 - 07/03/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Fernando Salgado jr. is the right advisor for you? Invested Better is here to help.
