Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Omar Barzana is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc. Fernando has been in the industry since 2009 and is currently registered with the firm in the State of Florida. Fernando has been registered with multiple firms over the course of their career, including Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fernando has also passed multiple securities exams, including Series 7, Series 66 and SIE. Fernando provides financial planning, pension consulting and portfolio management for individuals and businesses.
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.
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
FL
08/27/2021 - Present
Stifel, Nicolaus & Company, Inc. (MIAMI FL)
FL
06/03/2016 - 08/30/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
FL
03/15/2013 - 06/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
FL
06/17/2010 - 12/12/2012
ITA FINANCIAL SERVICES, LLC (MIAMI FL)
FL
04/20/2009 - 12/17/2009
INTERNATIONAL ASSETS ADVISORY, LLC (SOUTH MIAMI FL)
FL
11/26/2008 - 04/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
IA
Issued 08/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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