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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jomar? Claim Your ProfileJomar Monserate Fernandez is a financial advisor with Gladstone Wealth Partners, a firm with over 100 investment advisor representatives and over 200 clients. Jomar Fernandez has been in the industry since 2001 and has a broad range of experience in providing investment advisory services to individuals, corporations, and charitable organizations. Jomar Monserate Fernandez has a variety of credentials and holds licenses in multiple states. Jomar Fernandez is also a registered investment advisor representative with Gladstone Institutional Advisory, LLC.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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
FL
12/21/2016 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NJ
04/05/2011 - 12/08/2016
PNC INVESTMENTS (FORDS NJ)
NJ
06/19/2009 - 03/29/2011
CHASE INVESTMENT SERVICES CORP. (HOWELL NJ)
NJ
09/03/2003 - 06/15/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
09/05/2001 - 09/25/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
BOTH
Issued 11/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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