Ana FernandezCRD Number: 3190191
Current Firm: Allgen Financial Services, Inc.
Ana Fernandez (CRD# 3190191) is an Investment Advisor Representative working at Allgen Financial Services, Inc. in Orlando, FL and has over 18 years of experience in the finance industry. Ana Fernandez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Allgen Financial Services, Inc.||Orlando, FL||Dec 2010 - Current||6|
|Income Tax Preparation Services||Orlando, FL||Jan 2003 - Current||14|
|Residential Property Manager||Orlando, FL||Jan 2003 - Current||14|
|Heritage Financial Services, LLC||Winter Park, FL||May 2002 - Nov 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management121MILLIONS
Total Number of Accounts1,005ACCOUNTS
Average Account Value$119,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, NJ, NY, OH, TX