Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Alberto Hernandez is a financial advisor with over 20 years of experience in the industry. Carlos is currently registered with Valic Financial Advisors, Inc. and has previously been registered with The Variable Annuity Marketing Company, Charles Schwab & Co., Inc. and American Express Financial Advisors Inc. Carlos is a Certified Financial Planner and holds Series 7, Series 63 and Series 66 licenses. Carlos is also licensed to provide investment advice in Colorado, Florida, North Carolina, Texas and Utah. Carlos specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. Carlos's current firm, Valic Financial Advisors, Inc., is a registered investment adviser that provides a wide range of financial services, including investment advice, financial planning, retirement planning, and insurance products.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
FL
08/18/2016 - Present
Valic Financial Advisors, Inc. (TAMPA FL)
TX
10/31/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
06/14/2000 - 07/12/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
03/08/1999 - 05/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/08/1999 - 05/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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