Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarisa? Claim Your ProfileClarisa Murrieta Hernandez is an investment advisor representative registered with The Ameriflex Group, a firm that provides comprehensive wealth management, financial planning and investment advisory services. Clarisa Hernandez has been working in the financial industry since 2008 and is licensed in 31 states across the United States. She is also a member of the Colorado Dentist Association and holds multiple licenses and registrations including Series 7, SIE, and Series 66. Clarisa Hernandez has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. She has also been involved in various other businesses such as rental properties, insurance agencies, and partnerships.
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
CO
04/18/2023 - Present
THE Ameriflex Group (Denver CO)
CO
04/18/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DENVER CO)
CO
04/15/2008 - 04/19/2023
SECURIAN FINANCIAL SERVICES, INC. (DENVER CO)
CO
04/15/2008 - 10/21/2021
CRI SECURITIES, LLC (DENVER CO)
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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