Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Fernandes is an investment advisor representative at Fifth Third Wealth Advisors LLC. Luis has been in the industry since 2014 and is registered in New York, Ohio, and Texas. Luis specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Luis holds a Certified Financial Planner designation and is also a tax preparer for individuals. Luis’ firm has a regulatory assets under management of $571,665,625. They provide financial planning services and have a team of 37 investment adviser representatives.
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.
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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NY
01/03/2024 - Present
Fifth Third Wealth Advisors LLC (Putnam Valley NY)
Active
Inactive
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