Ana Fernandez has been an investment adviser representative at AllGen Financial Advisors since January 2011, and is not listed among the firm’s executive officers or direct owners. Ana Fernandez holds a Bachelor of Fine Arts from Wesleyan College.
Allgen Financial Advisors, Inc. is an Orlando, FL firm with $475M under management, 1,097 clients and 13 advisers in one office, as of its July 2026 filing.
Ana Fernandez is Lead Advisor at AllGen Financial Advisors, Inc., based in Orlando, Florida. She has more than 25 years of experience in personal financial services and works with professionals, business owners, families navigating significant transitions, and those approaching or enjoying retirement. She brings together retirement, investment, tax, estate, and cash flow planning.
Ana Fernandez’s longest registration is the current one, 15 years at AllGen Financial Advisors since 2011. Before joining AllGen Financial Advisors in 2011, Ana Fernandez was registered through Heritage Financial Services, LLC and Esi Financial Advisors.
- – present · 15 yearsOrlando, FL · Adviser representative · Firm CRD 126877
- Heritage Financial Services, LLC– · 5 yearsWinter Park, FL · Adviser representative · Firm CRD 130901
- Esi Financial Advisors– · under a yearWinter Park, FL · Adviser representative · Firm CRD 265
Professional designations
Listed by AllGen Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ana Fernandez is registered as an investment adviser representative in 2 states. The first approvals date from January 2011; the most recent is Texas, in March 2011.
- FloridaSince 13 January 2011
- TexasSince 30 March 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 10 August 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 April 1999 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ana Norka Fernandez
- CRD
- 3190191
- Firm
- AllGen Financial Advisors · CRD 126877
- Office
- 100 W. LUCERNE CIRCLE, SUITE 200, Orlando, FL 32801
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- allgenfinancial.com
Where does Ana Fernandez work?
Ana Fernandez is an investment adviser representative registered through Allgen Financial Advisors, Inc. since January 2011, and is not listed among the firm’s executive officers or direct owners.
Is Ana Fernandez a financial advisor?
Yes. Ana Fernandez has a current investment-adviser registration in Florida and Texas, through AllGen Financial Advisors since January 2011.
How many years of experience does Ana Fernandez have?
Ana Fernandez has 22 years in the financial industry, since August 2004, across 3 adviser firms.
What exams has Ana Fernandez passed?
Ana Fernandez has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in April 1999.
Where did Ana Fernandez work before AllGen Financial Advisors?
Before AllGen Financial Advisors, Ana Fernandez was registered through Heritage Financial Services, LLC, January 2005 to November 2010; Esi Financial Advisors, October 2002 to May 2003.
Where is Ana Fernandez based?
Ana Fernandez’s registered office is in Orlando, FL.
Is Ana Fernandez registered with FINRA?
No. Ana Fernandez has no current broker registration.
Is Ana Fernandez a CFP?
AllGen Financial Advisors lists Ana Fernandez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ana Fernandez’s record?
Search CRD 3190191 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ana Fernandez’s full registration record.
