Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Hernandez is an investment advisor representative with Fidelity Personal And Workplace Advisors. Anthony has been in the financial industry since December 2008. Anthony is registered in Arizona, California, Nevada, Texas and Washington. Anthony is also a registered investment advisor in California and Texas. Anthony's experience includes working with CUNA Brokerage Services, Inc., Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Anthony has passed the Series 66, SIE and Series 7 exams. Anthony specializes in providing financial planning, educational seminars, and portfolio management for businesses and individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
11/23/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
12/07/2012 - 10/28/2021
CUNA BROKERAGE SERVICES, INC. (TUSTIN CA)
CA
01/03/2011 - 11/27/2012
WELLS FARGO ADVISORS, LLC (ANAHEIM CA)
CA
12/09/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ORANGE CA)
BOTH
Issued 12/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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