Jerry FernandezCRD Number: 2977406
Current Firm: Charles Schwab & Company, Inc.
Jerry Fernandez (CRD# 2977406) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Raleigh, NC and has over 18 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|Charles Schwab Bank||Orlando, FL||Jul 2005 - Current||11|
|Charles Schwab & Company, Inc.||Orlando, FL||Oct 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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