Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Louis Fernandez is a financial advisor registered with Oneamerica Securities, Inc. Joe has been in the financial services industry since 1980 and has extensive experience providing financial planning and portfolio management services to individuals and businesses.
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
FL
02/16/2015 - Present
Oneamerica Securities, Inc. (TAMPA FL)
FL
02/09/2007 - 01/16/2015
UBS FINANCIAL SERVICES INC. (BONITA SPRINGS FL)
FL
10/04/2003 - 02/09/2007
MCDONALD INVESTMENTS INC. (BONITA SPRINGS FL)
FL
06/07/1990 - 08/06/2003
ASSET MANAGEMENT SECURITIES CORP. (BOCA RATON FL)
MA
04/17/1989 - 01/11/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/17/1989 - 01/11/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
AL
03/01/1985 - 03/01/1989
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
NA
08/25/1980 - 11/28/1983
JEFFERSON-PILOT EQUITY SALES, INC.
NA
06/01/1972 - 03/22/1974
INDEPENDENT SECURITIES CORPORATION
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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