Unclaimed
Alberto Elias Hernandez is a financial advisor with over 11 years of experience in the financial services industry. Alberto is currently registered with LPL Financial LLC and has a total of 18 active registrations in multiple states. Previously, Alberto worked with M&T Securities, Inc. and SunTrust Investment Services, Inc., in Virginia. Alberto holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Alberto specializes in providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and investment clubs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
06/09/2021 - Present
LPL Financial LLC (FAIRFAX VA)
VA
04/02/2018 - 06/09/2021
M&T SECURITIES, INC. (HERNDON VA)
VA
03/25/2010 - 03/02/2018
SUNTRUST INVESTMENT SERVICES, INC. (STERLING VA)
BOTH
Issued 10/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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