Renaldo Fernandez

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2018 → 04/2018
  Next Financial Group, Inc.
  Houston, TX
• 07/2015 → 07/2017
  Valic Financial Advisors, Inc.
  Houston, TX
• 09/2017 → 01/2018
  Wsp Usa Inspection Services
  Winchester, VA
• 07/2017 → 09/2017
  Unemployed
  Richmond, TX
• 01/2018 → 02/2018
  Unemployed
  Richmond, TX
• 04/2018 → 12/2021
  Bbva Compass Insurance Agency Inc
  Austin, TX
• 04/2018 → 12/2021
  Compass Bank
  Birmingham, AL
• 04/2018 → 12/2021
  Bbva Securities Inc
  Houston, TX
• 07/2015 → 07/2017
  Valic Financial Advisors, Inc.
  Houston, TX
• 01/2007 → Present
  Do's New Orleans Food And Spices
  Houston, TX
• 05/2018 → 12/2021
  Bbva Wealth Solutions Inc.
  Houston, TX
• 08/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 01/2022 → 08/2023
  Ameriprise Financial Services, Llc
  Dayton, OH

Previous Registrations

• 2022-02-14 → 2023-08-26
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2018-05-02 → 2021-11-12
  Pnc Managed Account Solutions, Inc.
  Houston, TX
• 2018-03-13 → 2018-04-09
  Next Financial Group, Inc.
  Houston, TX
  Houston, TX
• 2016-08-23 → 2017-07-06
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX
• 2015-07-28 → 2016-05-02
  Fsc Securities Corporation
  Atlanta, GA
• 2012-10-01 → 2015-06-12
  J.P. Morgan Securities Llc
  Houston, TX
• 2004-10-01 → 2012-10-01
  Chase Investment Services Corp.
  Houston, TX
  Houston, TX
  Houston, TX
• 2003-06-30 → 2004-09-17
  Ameriprise Advisor Services, Inc.
  Cypress, TX

Other Businesses

Name of Activity: Do's New Orleans Food and Spices; Date Activity Started/Modified/Ended: 7/29/2008; Type of Activity: Hospitality; Role/Relationship: Owner/ Proprietor; Responsibilities: Food catering, preperation and consulting.; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-19
• S63 Uniform Securities Agent State Law Examination
  2000-04-12

Other Names

• Renaldo Ignatius Fernandez
• Renaldo Fernandez
• Renaldo I Fernandez