Unclaimed
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 over 19 years of experience in the financial services industry. Joseph is currently registered with Cetera Investment Advisers LLC in Texas and Virginia and holds a Series 66, Series 7 and SIE license. Joseph also has extensive experience in providing financial planning, portfolio management, and pension consulting services. Joseph has worked with a variety of clients, including individuals, businesses, and charitable organizations. Joseph has been a member of the 100 Black Men - Virginia Peninsula Chapter's Investment Committee since 2013 and is also the owner of Joe Fernandes Wealth Management LLC. Joseph has also served as a financial advisor for VOYA Financial Advisors, INC. and Securian Financial Services, INC. as well as Axa Advisors, LLC. Joseph is a Certified Financial Planner and is committed to providing his clients with the highest level of service and expertise.
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 03/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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