Helen Yamilet Fernandez

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 09/2022
  Citigroup
  New City, NY
• 09/2022 → Present
  Charles Schwab & Co., Inc.
  Bergenfield, NJ
• 09/2022 → Present
  Charles Schwab Premiere Bank, Ssb
  Bergenfield, NJ
• 09/2022 → Present
  Charles Schwab Bank, Ssb
  Bergenfield, NJ

Previous Registrations

• 2020-06-17 → 2022-09-10
  Citigroup Global Markets Inc.
  New City, NY
  New York, NY
  Fort Lee, NJ
  Clifton, NJ
  Paramus, NJ
  New York, NY
  Fort Lee, NJ
  Bay Shore, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-06-16
• S63 Uniform Securities Agent State Law Examination
  2004-02-16

Other Names

• Helen Yamilet Fernandez
• Helen Y Fernandez
• Helen Y Peralta
• Helen Fernandez-Peralta
• Helen Y Fernandez-Peralta