Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Fernandez is an active registered representative with Lincoln Financial Distributors, Inc. Joseph has over 25 years of experience in the financial industry. Joseph has passed multiple industry exams including Series 63, 65, 7, and SIE. Joseph has been registered in Tennessee since 5/19/2023. Previous experience includes roles at Prudential Annuities Distributors, Inc., Prep Securities, LLC, Sharespost Financial Corporation, CR Capital Distributors, LLC, GWFS Equities, Inc., Allstate Financial Services, LLC, MetLife Investors Distribution Company, OppenheimerFunds Distributor, Inc., Directed Services, Inc., USAllianz Investor Services, LLC, The Dreyfus Service Corporation, The Harriman Group, Inc., and Zweig Securities Corp.
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.
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.
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2
PA
05/19/2023 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
CT
03/16/2022 - 06/09/2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
UT
07/12/2021 - 02/04/2022
PREP SECURITIES, LLC (PARK CITY UT)
CA
01/23/2020 - 12/17/2020
SHARESPOST FINANCIAL CORPORATION (SAN FRANCISCO CA)
CA
07/01/2019 - 12/31/2019
CR CAPITAL DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CO
10/19/2016 - 03/29/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
TN
08/26/2016 - 10/04/2016
ALLSTATE FINANCIAL SERVICES, LLC (HENDERSONVILLE TN)
NY
04/17/2015 - 06/03/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
01/28/2004 - 10/07/2014
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
PA
03/02/2001 - 12/04/2003
DIRECTED SERVICES, INC. (WEST CHESTER PA)
MN
08/21/2000 - 02/13/2001
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
NY
07/23/1997 - 07/27/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CT
06/10/1996 - 07/15/1997
ZWEIG SECURITIES CORP. (HARTFORD CT)
NY
07/10/1993 - 06/13/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
04/06/1993 - 04/26/1993
THE HARRIMAN GROUP, INC. (JERICHO NY)
IA
Issued 07/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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