Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Javier Fernandez leon is a financial advisor with Cetera Investment Advisers LLC. Francisco is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7 and a Series 66 license. Francisco has been in the financial industry since 2009. Prior to joining Cetera Investment Advisers LLC, Francisco was a financial advisor with Oriental Financial Services Corp. Francisco is currently licensed in 16 states. Francisco has a strong background in financial planning and portfolio management. Francisco helps clients with a range of financial needs, including retirement planning, investment management, and estate planning.
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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FL
09/27/2021 - Present
Cetera Investment Advisers LLC (CLEARWATER FL)
PR
03/13/2009 - 11/09/2015
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
BOTH
Issued 03/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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