Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Fernandez is a financial advisor in Atlanta, GA and is registered with Florida Financial Advisors, LLC and Trinity Wealth Securities, LLC. Patrick Fernandez has been in the financial services industry for over 5 years and has been active in the industry since August 2023. Patrick Fernandez holds licenses to offer investment advice and securities products in Florida and Georgia. Florida Financial Advisors, LLC is a firm based in Tampa, FL and serves individual and high net worth clients. They provide financial planning services, portfolio management and selection of other advisors.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
1
2
GA
08/07/2023 - Present
Florida Financial Advisors, LLC (Atlanta GA)
BC
Issued 10/26/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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