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Sergio Fernandez

Valmark Advisers, Inc.

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About Sergio Fernandez

Sergio Fernandez is a financial advisor with over 17 years of experience in the financial services industry. Sergio is registered with Valmark Advisers, Inc. and BPM Wealth Advisors, LLC. Sergio is also a Certified Financial Planner. Sergio is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Sergio Fernandez is currently registered with Valmark Advisers, Inc.. Valmark Advisers, Inc. is a financial advisory firm based in Akron, Ohio. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm has over 260 licensed agents and manages approximately $7.03 billion in assets.
Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE

AKRON, OH 44333

$7.03B

Assets Under Management

323

Total Clients

248

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sergio Fernandez’s Registration & Firm History

CA

03/27/2023 - Present

Valmark Advisers, Inc. (San Francisco CA)

CA

11/28/2016 - 02/03/2023

INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)

CA

08/30/2007 - 12/07/2016

LPL FINANCIAL LLC (SAN DIEGO CA)

CA

01/01/2006 - 03/08/2007

VALIC FINANCIAL ADVISORS, INC. (ORANGE CA)

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Licenses & Designations

BC

Issued 01/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2011

Series 7 - General Securities Representative Examination

BC

Issued 12/21/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sergio Fernandez.
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