Esterlyn FernandezCRD Number: 6626482
Current Firm: Fidelity Personal And Workplace Advisors
Esterlyn Fernandez (CRD# 6626482) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bronx, NY and has over 6 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Fidelity Investments||Roslyn, NY||Mar 2016 - Current||7|
|Capital One Bank||Bronxville, NY||May 2014 - Mar 2016||1|
|H&r Block||Bronx, NY||Jan 2014 - Apr 2015||1|
|Full Time Student||Bronx, NY||Jan 2013 - Jan 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2016|
|S66||NASAA Uniform Combined State Law Examination||Aug 2020|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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