Unclaimed
Emily Hernandez is a financial advisor at Morgan Stanley. Emily has been in the industry since 2016, starting her career at Morgan Stanley in New York City. Prior to joining Morgan Stanley, Emily worked for SMS Assist in Chicago. Emily holds a Series 66 and a Series 7 license. Emily is registered to provide financial advice in 54 states, including Arizona, Texas, and New York. Emily has experience working with a variety of clients, including individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
09/12/2023 - Present
Morgan Stanley (GILBERT AZ)
AZ
07/31/2023 - 09/05/2023
E*TRADE SECURITIES LLC (Gilbert AZ)
MA
07/21/2016 - 07/31/2023
MORGAN STANLEY (Wellesley MA)
BOTH
Issued 08/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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