Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rigoberto? Claim Your ProfileRigoberto Fernandez is a financial advisor at Fidelity Personal And Workplace Advisors with over 15 years of experience in the financial industry. Rigoberto has held previous roles at TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wescom Financial Services. Rigoberto is registered with the state of California as both a Broker-Dealer and Investment Advisor Representative.
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.
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
CA
09/03/2020 - Present
Fidelity Personal AND Workplace Advisors (RANCHO CUCAMONGA CA)
CA
02/13/2019 - 07/08/2020
TD AMERITRADE, INC. (YORBA LINDA CA)
CA
02/27/2013 - 04/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTEBELLO CA)
CA
08/29/2005 - 02/06/2013
WESCOM FINANCIAL SERVICES (LA HABRA CA)
BOTH
Issued 12/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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