Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Fernandez is a financial advisor at Raymond James Financial Services Advisors, Inc. Samantha has been in the industry since July 13, 2011 and has over 12 years of experience. Samantha is registered as a Registered Representative in Florida and a Registered Investment Advisor in Florida. Samantha has a Series 66, Series 24, Series 7 and SIE. Samantha specializes in financial planning, portfolio management, and retirement planning. Samantha is currently licensed in 29 states. Samantha is dedicated to providing personalized financial advice to individuals and families.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
12/14/2018 - Present
Raymond James Financial Services Advisors, Inc. (St Petersburg FL)
FL
08/04/2011 - 12/17/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/14/2011 - 08/04/2011
WADDELL & REED, INC. (TAMPA FL)
BOTH
Issued 10/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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