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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Herrera is a financial advisor registered with Fortis Capital Advisors, LLC. Christian has been in the securities industry since October 17, 2000. Christian is a registered investment advisor and has passed the Series 65, Series 63, Series 7, and the Securities Industry Essentials (SIE) exams. Christian is licensed in several states, including Arizona, California, Connecticut, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Minnesota, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, Wisconsin, and Wyoming. Christian previously worked at Laidlaw & Company, Ltd, Spartan Capital Management, LLC, Network 1 Financial Securities, Inc. and Great Eastern Securities, Inc.. Christian has experience providing financial planning, pension consulting, educational seminars, and portfolio management for 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.
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.
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
KS
08/05/2024 - Present
Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)
NY
09/24/2015 - 07/10/2019
LAIDLAW & COMPANY (UK) LTD. (New York NY)
NY
02/12/2009 - 10/21/2015
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
02/07/2008 - 08/19/2008
EMPIRE ASSET MANAGEMENT COMPANY (NEW YORK NY)
NY
10/04/2006 - 02/07/2008
GARDEN STATE SECURITIES, INC. (NEW YORK NY)
NY
12/21/2005 - 10/13/2006
GREAT EASTERN SECURITIES, INC. (SYOSSET NY)
NY
08/19/2002 - 12/20/2005
GUNNALLEN FINANCIAL, INC (NEW YORK NY)
NY
04/25/2000 - 09/16/2002
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 04/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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