Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Hernandez Nybo is a financial advisor with Creative Planning, a firm that provides financial advice to individuals, businesses, and institutions. Claudia has been in the financial services industry since 2012. She holds the Series 6, Series 63, and Series 65 licenses. Claudia is also a Certified Financial Planner™. Claudia is based in Austin, TX and also works from Creative Planning's main office in Overland Park, KS. The firm provides a variety of financial services including: financial planning, investment management, retirement planning, and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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TX
09/20/2022 - Present
Creative Planning (Austin TX)
NY
12/18/2012 - 09/12/2022
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
IA
Issued 07/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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