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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Fernandes is a financial advisor with Cetera Investment Advisers LLC. Joseph has been in the financial services industry since 2004. Joseph is registered to provide investment advice in Virginia and Texas. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is based in Schaumburg, Illinois and has been in business for over 50 years. The firm provides a variety of investment advisory services, including financial planning, portfolio management, and pension consulting. The firm also offers educational seminars and helps clients select other advisors. Cetera Investment Advisers LLC has approximately $104 billion in assets under management.
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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VA
06/29/2023 - Present
Cetera Investment Advisers LLC (WILLAMSBURG VA)
VA
09/17/2013 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WILLAMSBURG VA)
VA
10/23/2006 - 09/18/2013
SECURIAN FINANCIAL SERVICES, INC. (WILLIAMSBURG VA)
VA
03/12/2004 - 08/02/2006
AXA ADVISORS, LLC (WILLIAMSBURG VA)
BOTH
Issued 3/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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