Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarita? Claim Your ProfileMargarita Fernandez is a financial advisor currently registered with Alhambra Investment Management LLC. Margarita has been in the industry since 1995. Margarita has a Series 7, Series 24 and Series 63 license. Margarita works with individuals, high-net-worth individuals, corporations and charitable organizations and provides financial planning, portfolio management for individuals and portfolio management for businesses. Alhambra Investment Management LLC has an office located in Palmetto Bay, FL.
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.
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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FL
10/31/2013 - Present
Alhambra Investment Management LLC (PALMETTO BAY FL)
NJ
04/18/1995 - 06/30/1997
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
BC
Issued 11/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 04/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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