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Francisco Javier Fernandez leon

Cetera Investment Advisers LLC

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About Francisco Javier Fernandez leon

Francisco Javier Fernandez Leon is an investment advisor representative for Cetera Investment Advisers LLC. Francisco Javier Fernandez Leon has been working in the securities industry for over 14 years. Francisco Javier Fernandez Leon has a Series 7 and Series 66 license. Francisco Javier Fernandez Leon works in the Clearwater office of Cetera Investment Advisers LLC, which is located at 715 S FORT HARRISON AVE. Cetera Investment Advisers LLC also has a branch office in PALM HABOR, FL. Francisco Javier Fernandez Leon previously worked for ORIENTAL FINANCIAL SERVICES CORP in SAN JUAN, PR. Francisco Javier Fernandez Leon works with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Francisco Javier Fernandez Leon provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Francisco Fernandez leon is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

715 S FORT HARRISON AVE

CLEARWATER, FL 33756

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Francisco Fernandez leon’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 3/15/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for Francisco Javier Fernandez leon. Review regulatory record here.
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