Unclaimed
Fernando Tellez is a securities professional with over 20 years of experience in the financial industry. Fernando is currently registered with Stonex Financial Inc. in Illinois. Fernando holds the Series 7, Series 63, Series 99TO and SIE licenses. Fernando has previously held positions at BMO Capital Markets Corp, BMO Capital Markets GKST Inc and William Blair & Company LLC.
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.
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.
1
2
IL
03/05/2018 - Present
Stonex Financial Inc. (Chicago IL)
IL
10/30/2014 - 03/05/2018
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
IL
06/04/2014 - 10/20/2015
BMO CAPITAL MARKETS GKST INC. (CHICAGO IL)
IL
11/01/2000 - 01/09/2014
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 07/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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