Suresh
Fernando
Creative Financial Designs, Inc
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About this Advisor
Suresh Fernando is a financial advisor based in Saint Charles, Missouri, working with Creative Financial Designs, Inc. Suresh has previously worked at Executive Financial Group and Pathfinder Financial Advocates. Suresh has passed the Series 65 regulatory exam and is registered to provide services in Missouri. Currently, Suresh is part of Creative Financial Designs, Inc, which operates in Saint Charles, Missouri. The firm has 101 offices and 150 employees. Creative Financial Designs, Inc manages $2.5 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creative Financial Designs, Inc Brokerage Details
$2,478,773,967
150
14,029
$176,689
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Suresh Fernando Work History
Pathfinder Financial Advocates
Executive Financial Group
Disclosures
Please visit the SEC profile of Suresh Fernando to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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