David Fernandes, Crpc®

David Fernandes, Crpc® Email and Phone Number

Providing personalized financial, tax, business and estate planning solutions. Helping SVB employees learn their company stock and 401K options @ Zenith Investment Management
David Fernandes, Crpc®'s Location
Longmeadow, Massachusetts, United States, United States
David Fernandes, Crpc®'s Contact Details

David Fernandes, Crpc® personal email

n/a

David Fernandes, Crpc® phone numbers

About David Fernandes, Crpc®

David Fernandes, Crpc® is a Providing personalized financial, tax, business and estate planning solutions. Helping SVB employees learn their company stock and 401K options at Zenith Investment Management. He possess expertise in mutual funds, series 6, securities, retirement planning, financial services and 45 more skills.

David Fernandes, Crpc®'s Current Company Details
Zenith Investment Management

Zenith Investment Management

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Providing personalized financial, tax, business and estate planning solutions. Helping SVB employees learn their company stock and 401K options
David Fernandes, Crpc® Work Experience Details
  • Zenith Investment Management
    Financial Advisor
    Zenith Investment Management Jan 2021 - Present
    San Diego, Ca, Us
    Providing complex financial planning and advice for local families, businesses and high net worth individuals.
    View
  • Td Ameritrade
    Senior Investment Consultant
    Td Ameritrade Dec 2017 - Jan 2021
    Omaha, Ne, Us
    View
  • Scottrade
    Investment Consultant
    Scottrade Aug 2013 - Oct 2017
    Saint Louis, Mo, Us
    View
  • Prudential Financial
    Registered Representative
    Prudential Financial Aug 2011 - Aug 2012
    Newark, New Jersey, Us
    retirement services representitive, responsible for providing plan participants with plan data, account info, transaction information and tax liabilities. In addition to mentoring new reps and providing feedback on new systems and procedures.
    View
  • Ing Financial Partners
    Registered Representative
    Ing Financial Partners Oct 2009 - Jun 2011
    Us
    View

David Fernandes, Crpc® Skills

Mutual Funds Series 6 Securities Retirement Planning Financial Services 401k Finance Investments Fixed Annuities Banking Wealth Management Retirement Call Center Strategic Financial Planning Financial Analysis Equities Microsoft Word Microsoft Excel Powerpoint Morningstar Uniform Combined State Law Finra Iras Variable Annuities Asset Allocation Investment Strategies Bonds Portfolio Management Alternative Investments Pensions Fixed Income Asset Management Options Hedge Funds Financial Markets Trading Equity Trading Investment Management Equity Research Funding Financial Risk Bloomberg Relationship Management Stocks Personal Financial Planning Defined Benefit Etfs Wealth Management Services Defined Contribution Series 63

Frequently Asked Questions about David Fernandes, Crpc®

What company does David Fernandes, Crpc® work for?

David Fernandes, Crpc® works for Zenith Investment Management

What is David Fernandes, Crpc®'s role at the current company?

David Fernandes, Crpc®'s current role is Providing personalized financial, tax, business and estate planning solutions. Helping SVB employees learn their company stock and 401K options.

What is David Fernandes, Crpc®'s email address?

David Fernandes, Crpc®'s email address is df****@****ade.com

What is David Fernandes, Crpc®'s direct phone number?

David Fernandes, Crpc®'s direct phone number is +131491*****

What skills is David Fernandes, Crpc® known for?

David Fernandes, Crpc® has skills like Mutual Funds, Series 6, Securities, Retirement Planning, Financial Services, 401k, Finance, Investments, Fixed Annuities, Banking, Wealth Management, Retirement.

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