Unclaimed
Paul Edward Fernandez is a registered representative with Eagle Strategies LLC. Paul has been in the financial industry for over 13 years. Paul's experience includes working with Nationwide Investment Services Corporation and NYLIFE Securities LLC. Paul is licensed to provide financial advice in Texas. Paul provides financial planning services to individuals, families, and businesses. Paul is also licensed to provide insurance 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
TX
05/29/2019 - Present
Eagle Strategies LLC (SAN ANTONIO TX)
OH
10/01/2014 - 06/07/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
01/01/2005 - 09/05/2014
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
IA
Issued 2/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/7/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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