Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raul? Claim Your ProfileRaul E Fernandez is a registered Investment Advisor Representative (IAR) for Knights Of Columbus Asset Advisors LLC in Ocala, Florida. Raul E Fernandez is also an insurance agent for Knights of Columbus. Raul E Fernandez holds a Series 65 license, which is a Uniform Investment Adviser Law Examination, and is also registered with the state of Florida. Raul E Fernandez has been in the financial industry since September 2013.
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.
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.
Strategic management for diversified investment 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.
A percentage of the total value of assets under management is charged.
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CT
01/22/2024 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 01/16/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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