Unclaimed
Gihan Anil Fernando is an investment advisor representative with Cetera Investment Advisers LLC. Gihan Fernando has been in the industry since April 2002. Prior to joining Cetera Investment Advisers LLC, Gihan Fernando was an investment advisor representative with BOK FINANCIAL SECURITIES, INC. and a financial advisor with MORGAN STANLEY DW INC. Gihan Fernando is registered with FINRA and the state of Texas. Gihan Fernando holds the Series 7, 31, and 63 licenses, as well as the SIE and Series 65 licenses. Gihan Fernando is also registered with the state of Texas as an Investment Advisor Representative.
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.
1
2
TX
07/02/2024 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
03/07/2003 - 11/08/2023
BOK FINANCIAL SECURITIES, INC. (BELLAIRE TX)
NY
01/04/2002 - 02/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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