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Fernando Tellez

Stonex Financial Inc.

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About Fernando Tellez

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.

Firm Information

Fernando Tellez is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Fernando Tellez’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fernando Tellez.
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