Unclaimed
Fernando Reinaldo Jimenez is an investment advisor representative at Equitable Advisors, LLC in Raleigh, North Carolina. Fernando has been in the financial services industry since December 1991. Fernando holds Series 6, 7, 63, and 65 licenses and the SIE. Fernando provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors services to individuals, corporations, charitable organizations, and pension and profit sharing plans. Fernando is also a registered investment advisor in Colorado, Florida, Georgia, North Carolina, Ohio and Oregon. Fernando's previous employment was with The Equitable Life Assurance Society of the United States in New York, New York. Fernando has been with Equitable Advisors, LLC since September 1999.
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.
1
2
NC
02/03/2015 - Present
Equitable Advisors, LLC (RALEIGH NC)
NY
12/23/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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