Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristian? Claim Your ProfileCristian Herrera is a financial advisor with Assetmark, Inc. Cristian is registered as an Investment Advisor Representative in Illinois and has passed Series 63, 65 and 6TO exams. Cristian Herrera has been in the industry since October 17, 2021. Cristian works primarily with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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IL
10/18/2021 - Present
Assetmark, Inc. (Chicago IL)
BC
Issued 04/04/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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