Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Fernandez is a financial advisor with Synovus Securities, Inc. based in Pinecrest, FL. Sergio has over 30 years of experience in the financial services industry and has held various positions at different firms, including Cetera Financial Specialists LLC and Wachovia Securities, LLC. Sergio is a Certified Financial Planner and holds various licenses and registrations, including Series 6, 7, 63, 66, and 26. Sergio has a strong background in providing financial planning and portfolio management services to a variety of clients, including individuals, families, and businesses.
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.
Tax related services, administrative services
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.
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2
FL
12/11/2024 - Present
Synovus Securities, Inc. (PINECREST FL)
FL
07/18/2003 - 03/04/2020
CETERA FINANCIAL SPECIALISTS LLC (MIAMI FL)
MO
05/15/2003 - 08/15/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
05/20/1997 - 07/24/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
03/20/1986 - 04/04/1997
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 11/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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