Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noe? Claim Your ProfileNoe Jose Fernandez is a financial professional with extensive experience in the financial services industry. Noe has been in the business since 2007 and has a wide range of experience with various firms, including A. G. Edwards & Sons, Inc., Wells Fargo Advisors, LLC, and Advisors Asset Management, Inc. Noe currently works at Victory Capital Management Inc. where they provide financial and investment advisory services. Noe holds a variety of licenses and certifications, including Series 7, Series 24, Series 52, and Series 53.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/01/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
11/30/2009 - 08/06/2012
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
01/01/2008 - 11/04/2009
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
TX
05/08/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN ANTONIO TX)
BOTH
Issued 07/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/14/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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