Unclaimed
Manuel Fernandez is a financial advisor with J.P. Morgan Securities LLC in Miami, Florida. Manuel has over 28 years of experience in the financial services industry, and has been with J.P. Morgan Securities LLC since October 2012. Manuel's previous experience includes positions at Chase Investment Services Corp., Wells Fargo Advisors, LLC, BANC of America Investment Services, Inc., Ryan, Beck & Co., LLC., FISERV INVESTOR SERVICES, INC., Wall Street Investor Services, and Liberty Securities Corporation. Manuel is licensed to offer investment advice and brokerage services in California, Florida, Georgia, Illinois, Kentucky, Massachusetts, New Jersey, New York, North Carolina, Texas, and Virginia. Manuel specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and institutions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
07/25/2019 - Present
J.p. Morgan Securities LLC (MIAMI FL)
FL
06/12/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
08/24/2007 - 05/22/2012
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
04/16/2002 - 08/23/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (HIALEAH FL)
NJ
01/26/1999 - 04/23/2002
RYAN, BECK & CO., LLC. (FLORHAM PARK NJ)
TX
05/20/1996 - 01/27/1999
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
08/19/1994 - 05/30/1996
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
08/30/1995 - 11/09/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 09/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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