Fernando Cubillas
CRD Number: 5417104Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fernando Cubillas (CRD# 5417104) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tucson, AZ and has over 16 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oro Valley, CA | Sep 2019 - Current | 4 |
| Bank Of America, N.a. | Oro Valley, CA | Sep 2019 - Current | 4 |
| De Billas Luxury | Oro Valley, AZ | Sep 2015 - Current | 8 |
| Pfs Investments Inc. | Avondale, AZ | Nov 2018 - Sep 2019 | < 1 |
| Primerica Financial Serivices | Avondale, AZ | Jun 2018 - Sep 2019 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | May 2015 - Jan 2017 | 1 |
| Morgan Stanley | Tucson, AZ | Mar 2015 - Jan 2017 | 1 |
| Bank Of America, N.a. | Tucson, AZ | Nov 2012 - Mar 2015 | 2 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Tucson, AZ | Feb 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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