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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garth? Claim Your ProfileGarth Fernandez is a financial advisor at United Planners' Financial Services of America a Limited Partner, with over 20 years of experience in the industry. Garth is registered with FINRA and has Series 6, 7, 63, 66 and SIE licenses. He is licensed in Arizona, California, Florida, Hawaii, Nevada, Oregon, and Washington and has a proven track record of helping clients reach their financial goals. Prior to joining United Planners', Garth was a financial advisor at LPL Financial LLC and Crown Capital Securities, L.P. He is also the owner of Premier Wealth Management, an insurance and financial services firm. Garth is committed to providing his clients with personalized financial advice and guidance.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
HI
09/11/2014 - Present
United Planners' Financial Services OF America A Limited Partner (HONOLULU HI)
HI
02/03/2012 - 03/22/2013
LPL FINANCIAL LLC (HONOLULU HI)
HI
04/13/2009 - 03/02/2012
CROWN CAPITAL SECURITIES, L.P. (HONOLULU HI)
VA
06/28/2007 - 02/23/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
02/26/2004 - 06/22/2007
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
NE
12/12/2003 - 03/09/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CO
02/11/2003 - 10/31/2003
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MI
02/09/2002 - 03/10/2003
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
11/08/2000 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
02/02/2000 - 11/07/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OH
12/02/1998 - 02/22/2000
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IA
07/29/1998 - 03/03/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
03/30/1998 - 06/19/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
10/15/1996 - 03/25/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 08/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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