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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Felipe Hernandez is a financial advisor at Wells Fargo Clearing Services, LLC. David is a registered representative with both broker-dealer and investment advisor licenses. David has been working in the financial services industry since 2010. David specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and selection of other advisors. David is registered in 22 states, including Florida, Texas, Arizona, California, Colorado, Connecticut, Delaware, Georgia, Illinois, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Virginia, and Wyoming.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/10/2024 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
06/23/2010 - 02/01/2018
CITIGROUP GLOBAL MARKETS INC. (WESTON FL)
FL
02/24/2010 - 06/03/2010
EDWARD JONES (SUNRISE FL)
BOTH
Issued 04/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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