Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Daniel Fernandes is a financial advisor at Connecticut Wealth Management, LLC, located in Farmington, CT. Michael has been in the industry for over 10 years, and holds licenses for Series 6, 7, 63, and 66. Michael has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Michael is also a Certified Financial Planner. At Connecticut Wealth Management, LLC, Michael focuses on providing financial planning and portfolio management services.
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.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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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CT
09/10/2019 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
MA
10/31/2013 - 08/21/2019
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
11/02/2011 - 08/06/2013
NYLIFE SECURITIES LLC (WALTHAM MA)
BOTH
Issued 01/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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