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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 Javier Garcia morillo is a financial advisor with Morgan Stanley. Fernando has over 25 years of experience in the financial services industry. Fernando currently holds a Series 63, Series 3 and Series 7 licenses. Fernando has been registered with Morgan Stanley since June 2009. Prior to joining Morgan Stanley, Fernando was registered with CITIGROUP GLOBAL MARKETS INC. and PAINEWEBBER INCORPORATED. Fernando has experience in providing investment advice, portfolio management and financial planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (Miami FL)
FL
02/02/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NJ
08/03/1995 - 09/22/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1997
Series 3 - National Commodity Futures Examination
BC
Issued 08/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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