Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Patron is a registered investment advisor representative with Cetera Investment Advisers LLC. Fernando has been in the financial services industry since February 26, 2001. Fernando has been registered with Cetera Investment Advisers LLC since September 9, 2015. Fernando is also registered with the state of Louisiana as an investment advisor representative. Fernando has a Series 66 license and a Series 7 license. Fernando is a wealth advisor/private banker at Regions Bank.
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.
A percentage of the total value of assets under management is charged.
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2
LA
09/09/2015 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
10/05/2009 - 08/26/2015
AMERIPRISE FINANCIAL SERVICES, INC. (NEW ORLEANS LA)
LA
04/03/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NEW ORLEANS LA)
LA
02/21/2006 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (NEW ORLEANS LA)
MD
02/14/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 3/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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