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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Michael Fernandez is an Investment Advisor Representative at Motley Fool Wealth Management, LLC. Trey has been in the financial industry since 2019 and holds a Series 63, Series 65, Series 7TO, and SIE licenses. Trey has prior experience at Fidelity Brokerage Services LLC and TMF Investments. Trey specializes in providing financial planning services to individuals, high net worth individuals, and corporations. Trey also provides portfolio management services to individuals and corporations. Trey's firm, Motley Fool Wealth Management, LLC, is a registered investment advisor that manages over $2 billion in assets for over 950 clients. The firm's services include financial planning, portfolio management, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Publisher provides per-client payment for newsletter subscribers
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2
VA
02/18/2022 - Present
Motley Fool Wealth Management, LLC (ALEXANDRIA VA)
VA
11/17/2022 - 07/22/2024
TMF INVESTMENTS (ALEXANDRIA VA)
FL
05/31/2019 - 12/09/2020
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 06/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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