Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Hernandez is a financial advisor with Lifemark Securities Corp. based in Ocala, FL. Carlos has been in the financial industry since May 2003 and has experience in a variety of financial services, including investment advising, financial planning, and insurance. Carlos is a registered representative with the state of Georgia, New York and South Carolina. Carlos is a Chartered Financial Consultant and holds the Series 6, Series 63, Series 65, and SIE licenses. Carlos's focus is on providing a personalized approach to meet each client's individual needs.
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.
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
11/02/2018 - Present
Lifemark Securities Corp. (Ocala FL)
CA
03/07/2012 - 11/01/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
GA
08/31/2009 - 02/16/2012
THE O.N. EQUITY SALES COMPANY (POOLER GA)
GA
03/11/2003 - 07/14/2009
METLIFE SECURITIES INC. (SAVANNAH GA)
NY
03/11/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
IA
Issued 09/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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