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Helen F
Series 63, Series 66
Bergenfield, NJ
Charles Schwab
Helen Fernandez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Charles Schwab in 2022, she worked at Citigroup for nine years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated operational structure, and multi-asset investment guidance.
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