Clara Isabel Fernandez colorado
Investment adviser representative at Oriental Financial Services LLC
34 yearsExperience
1 stateRegistered in
$419.6MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Experience
34 years in the industry.
- Oriental Financial Services Corp.Dec 1992 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PR).
Oriental Financial Services LLC
$419.6MAssets managed
468Clients
12Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2304819
- Firm CRD
- 29753