Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Martin Hernandez is a registered representative with Charles Schwab & Co., Inc. Carlos is based in Phoenix, AZ. Carlos has over 2 years of experience in the securities industry. Carlos has passed the Series 63, Series 7TO, and SIE exams. Carlos is registered with the state of Arizona and 50 other states. Carlos is a financial planning advisor and provides financial planning advice to individuals and families. Carlos also provides services such as selection of other advisors and referral programs.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
08/04/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 08/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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