Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Javier Pou is an active investment advisor representative and a Registered Representative, currently associated with Insight Securities, Inc. Fernando's experience in the financial industry spans more than 15 years, starting in 2003 at Morgan Stanley DW Inc. and continuing through roles at UBS International Inc., EFG Capital International, and Insight Securities, Inc. Fernando holds the SIE, Series 7, Series 31, and Series 66 licenses and is registered in several states including Colorado, Delaware, Florida, Illinois, and New York. Fernando also holds a Managing Partner role with Passerelle Advisors, LLC and Passerelle Finance. In addition to his role with Insight Securities, Inc. Fernando offers financial planning services.
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.
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.
1
2
TX
09/14/2017 - Present
Insight Securities, Inc. (El Paso TX)
FL
12/15/2018 - 08/06/2020
INSIGHT SECURITIES, INC. (Miami FL)
FL
10/17/2016 - 12/27/2016
INSIGHT SECURITIES, INC. (Miami FL)
FL
09/12/2008 - 07/08/2016
EFG CAPITAL INTERNATIONAL (MIAMI FL)
NY
04/27/2004 - 10/23/2007
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
10/28/2003 - 03/23/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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