Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Wesley Formby fernandez is a financial advisor with Nationwide Planning Associates Inc., based in San Juan, Puerto Rico. Paul has been in the industry since May 1987 and holds the Series 6 and SIE licenses. Paul has a background in the financial industry, having previously worked for CETERA ADVISOR NETWORKS LLC, Walnut Street Securities, Inc., and Veravest Investments, Inc.. Paul is registered to provide financial services in Puerto Rico.
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.
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.
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2
PR
11/14/2014 - Present
Nationwide Planning Associates Inc. (San Juan PR)
PR
09/03/2013 - 11/14/2014
CETERA ADVISOR NETWORKS LLC (SAN JUAN PR)
PR
01/09/2004 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SAN JUAN PR)
MA
05/11/1987 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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