Unclaimed
Rolando Fernandez is an investment advisor representative with Fifth Third Securities, Inc. He is registered with the state of North Carolina and other jurisdictions. Rolando has been in the industry since 2007 and has a background in financial planning and portfolio management. He also has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans.
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.
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.
Sponsor wrap fee program
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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2
NC
01/12/2023 - Present
Fifth Third Securities, Inc. (MATTHEWS NC)
NC
05/07/2019 - 10/06/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
FL
11/27/2017 - 02/12/2019
RBC CAPITAL MARKETS, LLC (Sarasota FL)
PA
06/14/2016 - 11/29/2017
PNC INVESTMENTS (PITTSBURGH PA)
FL
07/11/2015 - 03/17/2016
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
NC
06/01/2006 - 12/17/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 8/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/8/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 5/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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