Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Hernandez is a financial advisor with over 25 years of experience in the financial industry. Eric has worked at several prominent firms, including Prudential Securities, UBS Financial Services, and Wells Fargo Advisors. Since 2013, Eric has been with Morgan Stanley, where Eric provides financial advice and portfolio management services to individuals, families, businesses, and institutions. Eric holds multiple licenses, including Series 7, Series 63, and Series 65, and Eric is registered to provide investment advice in multiple states.
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
NY
04/08/2020 - Present
Morgan Stanley (New York NY)
NY
02/01/2005 - 11/20/2013
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NJ
11/05/1999 - 01/13/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/22/1996 - 11/09/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Hernandez is the right advisor for you? Invested Better is here to help.
