Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Juan Posada is an active financial advisor with over 40 years of experience in the financial services industry. Fernando is currently registered with Fidelity Personal And Workplace Advisors. Fernando has been associated with Fidelity since August 2021, and has been a registered representative for the firm since October 2021. Fernando is also currently registered with the State of Florida. Prior to joining Fidelity Personal And Workplace Advisors, Fernando was associated with Truist Investment Services, Inc., BB&T Securities, LLC, Investment Professionals, Inc., SunTrust Investment Services, Inc., Fifth Third Securities, Inc., Wells Fargo Advisors, LLC, Banc of America Investment Services, Inc., NationsSecurities, PaineWebber Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. Fernando is a licensed securities professional and holds Series 63, Series 66, Series 7, and Series 5 securities registrations. Fernando has passed the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/08/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
02/17/2021 - 08/23/2021
TRUIST INVESTMENT SERVICES, INC. (TAMPA FL)
VA
03/05/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
10/23/2015 - 03/05/2018
INVESTMENT PROFESSIONALS, INC. (Tampa FL)
FL
04/26/2013 - 10/26/2015
SUNTRUST INVESTMENT SERVICES, INC. (TEMPLE TERRACE FL)
FL
11/03/2011 - 05/03/2013
FIFTH THIRD SECURITIES, INC. (INDIAN SHORES FL)
FL
10/10/2006 - 11/01/2011
WELLS FARGO ADVISORS, LLC (LARGO FL)
FL
01/01/1998 - 10/18/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
NA
07/16/1996 - 01/01/1998
NATIONSSECURITIES
NJ
06/30/1994 - 07/16/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/07/1993 - 07/06/1994
NATIONSSECURITIES
MA
06/03/1986 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
03/23/1981 - 04/25/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BOTH
Issued 12/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1981
Series 5 - Interest Rate Options Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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