Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andrew Fernandez is a registered investment advisor representative with R M Davis Inc. in Portland, ME. Mark is a Chartered Financial Analyst. Mark has been in the industry since January 1987. Mark has passed the Series 7 and Series 63 exams. Previously, Mark was registered with UNUM SALES CORPORATION and KIDDER, PEABODY & CO. INCORPORATED.
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.
1
2
ME
04/09/2013 - Present
R M Davis Inc. (PORTLAND ME)
NA
01/12/1987 - 12/05/1994
UNUM SALES CORPORATION
NA
11/22/1983 - 01/22/1985
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 12/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mark Fernandez is the right advisor for you? Invested Better is here to help.
