Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Juarez Elias is a financial advisor with over 20 years of experience in the financial services industry. Fernando is currently registered with LPL Financial LLC and has been with them since June 2015. Fernando also previously worked with Tradeweb Direct LLC, U.S. Bancorp Investments, Inc., Wells Fargo Investments, LLC, and TD Waterhouse Investor Services, Inc. Fernando's areas of specialization include retirement planning, investment management, and financial planning. Fernando holds both Series 63 and 66 licenses, as well as Series 7 and Series 24 licenses, and is registered in the state of California. Fernando is a dedicated financial advisor who is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
CA
06/19/2015 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
12/06/2005 - 01/12/2015
TRADEWEB DIRECT LLC (CARLSBAD CA)
MN
05/10/2005 - 12/09/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
01/06/2005 - 03/10/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NE
05/02/2001 - 10/11/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 02/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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