Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Anthony Fernandez is a registered representative with Oppenheimer & Co. Inc. and is located in the Coral Gables, FL branch office. Julian is also an Investment Advisor Representative. Julian has worked in the financial services industry for over 2 years. Julian holds two industry licenses: Series 99TO and the SIE exam.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
08/08/2022 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
BC
Issued 08/08/2022
Series 99TO - Operations Professional Examination
BC
Issued 11/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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