Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilmer? Claim Your ProfileWilmer Ernesto Fernandez dominguez is an investment advisor representative with Osaic Advisory Services, LLC. Wilmer has been in the industry since 2016 and has experience with Triad Advisors LLC, Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc.. Wilmer has licenses in Florida and Georgia. Wilmer is committed to providing financial planning and investment advice to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/13/2023 - Present
Osaic Advisory Services, LLC (Plantation FL)
FL
09/26/2023 - 08/23/2024
TRIAD ADVISORS LLC (Plantation FL)
FL
09/04/2020 - 10/20/2023
GOLDMAN SACHS & CO. LLC (FORT LAUDERDALE FL)
FL
10/26/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (FT. LAUDERDALE FL)
FL
03/24/2017 - 11/01/2017
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
BC
Issued 12/17/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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