Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Losada is a financial advisor who has been in the industry since 2005. Fernando is currently registered with Oppenheimer & Co. Inc., and is a licensed Series 7, 24, 63 and SIE representative. Fernando previously worked with DEUTSCHE BANK SECURITIES INC., ABN AMRO INCORPORATED, ING BARINGS LLC and WESTON CAPITAL MARKETS INC. Fernando is a well-seasoned financial professional who has experience in a variety of roles across the financial industry.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/16/2020 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
05/30/2007 - 05/01/2013
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
07/26/2000 - 05/16/2007
ABN AMRO INCORPORATED (NEW YORK NY)
NY
07/14/1998 - 07/28/2000
ING BARINGS LLC (NEW YORK NY)
NY
03/05/1998 - 06/01/1998
WESTON CAPITAL MARKETS INC. (NEW YORK NY)
BC
Issued 02/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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
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