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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 Sandoval luna is a Registered Representative and Investment Advisor Representative associated with Morgan Stanley. Fernando has been in the industry since 2020 and holds the Series 63, 66 and 7TO licenses. Fernando is registered in 55 states and Washington D.C. in both the Broker-Dealer and Investment Advisor capacities. Fernando has experience with Vanguard Marketing Corporation. Fernando also has a real estate rental property in Riverbank, CA and works as a customer service representative for Victoria's Secret Stores LLC. Fernando is a graduate of University of California Merced. Fernando provides portfolio management for businesses, individuals and investment companies. Fernando also provides asset allocation advice, financial planning and educational seminars to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
01/25/2022 - Present
Morgan Stanley (Scottsdale AZ)
AZ
09/11/2020 - 11/24/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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