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 Trujillo is a financial advisor with Charles Schwab & CO., Inc. located in Santa Barbara, California. Fernando Trujillo is a registered representative with FINRA and a registered investment advisor representative with the state of California. Fernando Trujillo has been in the securities industry since 2015. Fernando Trujillo has passed several industry exams including the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, the General Securities Sales Supervisor - Options Module Examination, and the General Securities Sales Supervisor - General Module Examination. Prior to joining Charles Schwab & CO., Inc., Fernando Trujillo was employed by AXA ADVISORS, LLC.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
05/10/2017 - Present
Charles Schwab & CO., Inc. (Santa Barbara CA)
NY
04/09/2015 - 07/17/2015
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Fernando Trujillo is the right advisor for you? Invested Better is here to help.
