Ina G. Fernandez

FERN CAPITAL

Dearborn Heights, MI

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CRD#: 3269807

Professional summary

Ina Genevieve Fernandez is a registered financial advisor currently at FERN CAPITAL INC. located in Dearborn Heights, Michigan.

Ina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ina has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ina Genevieve Fernandez's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2015 - Present

FERN CAPITAL INC.

RIA

CRD#: 230790

Dearborn Heights, MI

Past

May 8, 2000 - December 6, 2005

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

PORTLAND, ME

Past

August 17, 1999 - May 4, 2000

LPM INVESTMENT SERVICES, INC

CRD#: 33980

PALM BEACH, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(9/3/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/1/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/20/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/16/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FERN CAPITAL INC.

CRD#: 230790 / SEC#:

Michigan

Registered Investment Advisory firm - (9/2/2015 Approved)

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Contact information

Main Address

Dearborn Heights, MI

Mailing Address

Phone number

(313) 551-4349

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 64,370,000

Red Flags

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Ina G. Fernandez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ina Genevieve Fernandez's CRS (Customer Relationship Summary).

Certified licenses

Experience

FERN CAPITAL INC.

FUNDS DISTRIBUTOR, LLC

LPM INVESTMENT SERVICES, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2015

Series 63

Date: 9/20/1999

Series 6

Date: 8/16/1999

Current Firm

FERN CAPITAL INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FERN CAPITAL INC.

TRUST BUT VERIFY

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