Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Fernandes Molina is a financial advisor with LPL Financial LLC. Rafael has been in the financial services industry for over 17 years. Prior to joining LPL Financial LLC, Rafael was with UnionBanc Investment Services, LLC and Dunham and Associates Investment Counsel, Inc. Rafael is registered to provide investment advice in 14 states. Rafael holds Series 7 and 66 securities licenses and is a Certified Financial Planner. Rafael specializes in portfolio management for individuals and businesses, financial planning, pension consulting, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
06/26/2020 - Present
LPL Financial LLC (MELBOURNE BEACH FL)
CA
11/03/2005 - 07/09/2020
UNIONBANC INVESTMENT SERVICES, LLC (LA JOLLA CA)
CA
12/08/2004 - 10/10/2005
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
NJ
08/12/2004 - 02/01/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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