Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Oviedo is a registered representative with Charles Schwab & CO., Inc. based in Westlake, Texas. Fernando is licensed to provide investment advisory services in California and Texas. Fernando holds the Series 7, Series 9, and Series 63 securities licenses. Fernando has been in the financial industry since May 2019 and is actively registered in both broker-dealer and investment advisory capacities.
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
TX
05/17/2019 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BC
Issued 06/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Fernando Oviedo is the right advisor for you? Invested Better is here to help.
