Doraida Fernandez, financial advisor Miami FL

Doraida Fernandez

CRD Number: 4028009
Current Firm: Raymond James & Associates, Inc.

Doraida Fernandez (CRD# 4028009) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Miami, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James And Associates, Inc. Miami, FL Jun 2021 - Current 2
Wells Fargo Clearing Services, LLC Miami, FL Nov 2016 - Jun 2021 4
Wells Fargo Bank Na Miami, FL Aug 2012 - Jun 2021 8
Wells Fargo Advisors, LLC Miami, FL Oct 2012 - Nov 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Feb 2010
Contact Info for Doraida Fernandez
Phone Number: 727-567-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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