Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Manuel Hernandez is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Carlos has been in the industry since 2021 and holds a Series 63, Series 65 and Series 6TO license. Carlos specializes in retirement planning, financial planning, and investment management. He is also an investment advisor representative with Wealth Enhancement Group, a DBA for LPL Business. Carlos is a registered representative for both Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group. Carlos is committed to providing his clients with personalized advice and guidance to help them reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CA
05/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (SAN DIEGO CA)
CA
11/03/2023 - 05/09/2024
OSAIC WEALTH, INC. (SAN DIEGO CA)
CA
07/20/2023 - 11/03/2023
FSC SECURITIES CORPORATION (SAN DIEGO CA)
CA
03/12/2021 - 12/14/2021
NYLIFE SECURITIES LLC (RIVERSIDE CA)
IA
Issued 02/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Carlos Hernandez is the right advisor for you? Invested Better is here to help.
