Ferdie Pernia
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Ferdie Pernia is a Private Wealth Manager at LPL Financial in San Diego, California. LPL Financial, founded in 1989, is a leading financial services company with over 10,000 employees. Ferdie's role involves managing private wealth and providing financial solutions to a wide range of clients, including retail, institutional, and individual investors. With her expertise in finance, Ferdie plays a crucial role in ensuring the success of LPL Financial's financial services offerings.
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Work Experience
Private Wealth Manager
Financial Services
Ferdie Pernia's Professional Milestones
- Private Wealth Manager: Achieved 100% occupancy rates and surpassed monthly targets through strategic investment strategies and client development.
Certification
Colleagues
Shraddha Pandey
Trading Product Owner
Rene "Blue" Ornelas
owner bluerock investment services
Jeff Schuetts
owner lpl financial services
Chad Hall
project management pmp | agile delivery safe practice consultant - spc rte scrum master - csm product owner - popm | process improvement | program portfolio management | problem solver
Tim McCarthy
Affiliate | Owner
Other Named Ferdie Pernia
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Ferdie Pernia's social media include: Linkedin,
Ferdie Pernia works for LPL Financial
Ferdie Pernia's role in LPL Financial is Private Wealth Manager
Ferdie Pernia works in the industry of Financial Services
Ferdie Pernia's colleagues are Shraddha Pandey,Rene "Blue" Ornelas,Jeff Schuetts
Ferdie Pernia's latest job experience is Private Wealth Manager at LPL Financial