Fernando Cruz (CRD# 6870671) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Angeles, CA and has over 6 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Salt Lake City, UT | Aug 2021 - Current | 2 |
First Midwest Bank | Waukegan, IL | Aug 2019 - Jul 2021 | 1 |
Lpl Financial LLC | Waukegan, IL | Aug 2019 - Jul 2021 | 1 |
Dfs Holding Company LLC | Mt Prospect, IL | Mar 2019 - Jun 2019 | < 1 |
Bank Of America, N.a. | Burlington, WI | May 2018 - Feb 2019 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington, WI | Oct 2017 - Feb 2019 | 1 |
Woodforest National Bank | Antioch, IL | Jun 2017 - Oct 2017 | < 1 |
Velcro Usa Inc. | Boston, MA | Mar 2017 - Jun 2017 | < 1 |
Velcro Usa Inc. | Boston, MA | Sep 2015 - Feb 2017 | 1 |
Vaislala, Inc. | Woburn, MA | Dec 2013 - Sep 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- CA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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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