Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renaldo? Claim Your ProfileRenaldo Fernandez is an investment advisor representative with over 20 years of experience in the financial services industry. Renaldo is currently registered with Osaic Wealth, Inc. and provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Renaldo previously worked for a number of other firms including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., AMERIPRISE FINANCIAL SERVICES, LLC, BBVA SECURITIES INC., NEXT FINANCIAL GROUP, INC., AIG CAPITAL SERVICES, INC., VALIC FINANCIAL ADVISORS, INC., and J.P. MORGAN SECURITIES LLC. Renaldo holds a variety of licenses and certifications including Series 7, Series 10, Series 9, Series 24, Series 52, Series 53, Series 63, and Series 65. Renaldo is a dedicated professional with a passion for helping clients achieve their financial goals.
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.
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.
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2
TX
08/15/2023 - Present
Osaic Wealth, Inc. (RICHMOND TX)
GA
08/08/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
08/08/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
08/08/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/08/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
08/08/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
02/14/2022 - 08/26/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
TX
05/02/2018 - 01/05/2022
BBVA SECURITIES INC. (HOUSTON TX)
TX
03/13/2018 - 04/09/2018
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
10/01/2015 - 07/19/2017
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
07/29/2015 - 07/06/2017
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
GA
07/28/2015 - 05/02/2016
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/28/2015 - 05/02/2016
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
07/28/2015 - 05/02/2016
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
07/28/2015 - 05/02/2016
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
TX
10/01/2012 - 06/12/2015
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
10/01/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
MI
03/30/2000 - 09/17/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 11/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/20/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/14/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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