Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Aileen Fernandez is a financial advisor with over 12 years of experience in the industry. Yvette is currently registered with Hightower Advisors, LLC and has been with the firm since December 2022. Previously, Yvette worked at Ameriprise Financial Services, LLC and Edward Jones. Yvette offers a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. She also provides treasury management for corporate clients. Yvette is registered with the state of Arizona and holds several professional designations.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
01/11/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
AZ
04/01/2021 - 12/21/2022
AMERIPRISE FINANCIAL SERVICES, LLC (CHANDLER AZ)
AZ
09/19/2014 - 03/05/2021
EDWARD JONES (MESA AZ)
AZ
10/01/2012 - 09/25/2014
J.P. MORGAN SECURITIES LLC (TEMPE AZ)
CA
04/19/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ESCONDIDO CA)
IA
Issued 10/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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