Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Scott Fernandez is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with Raymond James & Associates, Inc. and has held prior registrations with Deutsche Bank Securities Inc., Wells Fargo Advisors, LLC, Donaldson, Lufkin & Jenrette Securities Corporation and Dean Witter Reynolds Inc. Kevin is licensed to provide investment advice and securities brokerage services. Kevin's expertise spans multiple financial areas including portfolio management, financial planning, and pension consulting. Kevin is committed to providing tailored financial guidance to meet the unique needs of each client.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
09/06/2016 - Present
Raymond James & Associates, Inc. (Palm Beach FL)
FL
02/08/2012 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
FL
06/26/2001 - 02/07/2012
WELLS FARGO ADVISORS, LLC (MIAMI FL)
NJ
05/21/1996 - 06/27/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
08/25/1993 - 05/22/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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