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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey R. Fernandez is a financial advisor who has been working in the industry since August 2010. Jeffrey is a registered representative of Benjamin F. Edwards & Company, Inc. Jeffrey is also a registered investment advisor in Indiana and Texas. Jeffrey has passed the Series 7, Series 63, Series 65, and SIE exams. He is also a Registered Representative with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA). Jeffrey has been working in the financial services industry for over 13 years. Previously, Jeffrey worked at Wells Fargo Clearing Services, LLC in Merrillville, Indiana. Jeffrey's experience and expertise make him a valuable resource for individuals and families seeking financial guidance.
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
IN
12/02/2020 - Present
Benjamin F. Edwards & Company, Inc. (Chesterton IN)
IN
08/24/2010 - 08/30/2018
WELLS FARGO CLEARING SERVICES, LLC (MERRILLVILLE IN)
IA
Issued 09/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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