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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Alvarez-calderon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Fernando has been in the financial industry since 1987. Fernando specializes in providing portfolio management services for individuals and businesses, as well as pension consulting and educational seminars. Fernando also offers other advisory services, such as performance measurement reports, allocation modeling, IPS, and research reports and services. Fernando is registered with the Securities and Exchange Commission (SEC) and FINRA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
11/12/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
TX
01/01/2010 - 11/20/2013
UBS FINANCIAL SERVICES INC. (SAN ANTONIO TX)
TX
09/04/2007 - 01/01/2010
UBS INTERNATIONAL INC. (SAN ANTONIO TX)
TX
06/02/2003 - 09/07/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
NY
12/13/1994 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/20/1987 - 12/15/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/28/1987 - 11/23/1987
CITICORP FINANCIAL SERVICES,INC.
IA
Issued 1/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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