Unclaimed
Victor Manuel Fernandez is a financial advisor who has been in the industry since May 1, 2014. Victor is currently registered with Janney Montgomery Scott LLC and has previously been registered with RAYMOND JAMES & ASSOCIATES, INC. Victor is licensed in 38 states, and has a Series 7, Series 66, and SIE license. Victor specializes in helping individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Victor is also a Certified Financial Planner.
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.
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.
Fee plus commission
1
2
FL
10/13/2023 - Present
Janney Montgomery Scott LLC (Miami FL)
FL
05/02/2014 - 09/27/2017
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
BOTH
Issued 06/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Victor Fernandez is the right advisor for you? Invested Better is here to help.