Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Fernandez is a financial advisor with Osaic Wealth, Inc. based in San Antonio, Texas. Javier has been in the industry for over 10 years. He has a background in accounting and tax services. Javier is registered with FINRA and the SEC and holds the Series 6, Series 63 and Series 65 licenses, as well as the SIE exam. Javier provides financial planning, pension consulting and portfolio management services to individuals, businesses, and charitable organizations.
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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2
TX
11/02/2018 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
09/01/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
TX
09/26/2014 - 09/08/2017
HD VEST INVESTMENT SERVICES (San Antonio TX)
TX
10/14/2010 - 09/20/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (SAN ANTONIO TX)
TX
02/15/2008 - 12/31/2009
STATE FARM VP MANAGEMENT CORP. (AUSTIN TX)
IA
Issued 12/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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