Unclaimed
Steven Fernandez is a financial advisor with J.P. Morgan Institutional Investments Inc., a firm with offices in Jersey City, NJ. Steven has been in the financial services industry since 2014. Steven is registered with the following states: Delaware, Maryland, New Jersey, New York, Pennsylvania, and Virginia. Steven holds the following licenses: Series 66, Series 7, and SIE.
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.
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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2
NJ
10/11/2017 - Present
J.p. Morgan Institutional Investments Inc. (Jersey City NJ)
NJ
04/04/2016 - 10/03/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PRINCETON NJ)
NJ
10/03/2014 - 03/16/2016
PURSHE KAPLAN STERLING INVESTMENTS (Jersey City NJ)
NJ
10/25/2013 - 11/06/2013
ING FINANCIAL PARTNERS, INC. (JERSEY CITY NJ)
BOTH
Issued 09/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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