Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genaro? Claim Your ProfileGenaro Fernandez is a financial advisor with over 10 years of experience in the industry. Genaro currently works at Wells Fargo Clearing Services, LLC. Genaro is registered with the state of California and Texas as an investment advisor representative. Genaro is also registered as a registered representative with FINRA. Genaro has passed the Series 6, Series 7, Series 63, and Series 65 exams. Genaro has worked for Wells Fargo Clearing Services, LLC for over 10 years. Genaro also previously worked for J.P. Morgan Securities LLC. Genaro specializes in providing financial advice to individuals, businesses, and institutions. Genaro offers a wide range of financial services, including financial planning, portfolio management, and investment consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
CA
02/05/2024 - Present
Wells Fargo Clearing Services, LLC (SANTA ROSA CA)
CA
09/01/2020 - 11/27/2021
J.P. MORGAN SECURITIES LLC (Saint Helena CA)
CA
11/28/2012 - 08/11/2020
WELLS FARGO CLEARING SERVICES, LLC (CORTE MADERA CA)
IA
Issued 09/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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