Advisor at Raymond James & Associates
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Firm
Raymond James & Associates
Location
Miami, FL 33131
Credentials
Series 63, Series 65
Industry experience
24 years
Doraida Fernandez is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Outside of her advisory role, she has a 40% ownership stake in FEELGUD, LLC, a wellness and cosmetic cream line. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal services.
Based on Raymond James & Associates
Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.
Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.
600 Brickell Avenue, Suite 1875
Miami, FL 33131
Florida
Raymond James and Associates, Inc.
2021 - Present (5 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
Wells Fargo Advisors, LLC.
2012 - 2016 (4 years)
Wells Fargo Bank NA
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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