Unclaimed
Fernando Alberto Herrera is a financial advisor who works at Santander Securities LLC in Boston, MA. Fernando has over 14 years of experience in the financial services industry. Fernando specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Fernando is registered with the state of Florida and has passed the Series 66, Series 24, Series 7TO, SIE, and Series 7 exams. Fernando is also a member of the Florida International Bankers Association. Fernando is committed to providing clients with personalized financial advice and guidance. Fernando's previous employers include HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Robeco Miami B.V., Foreside Fund Services, LLC, and Santander International Private Banking. Fernando's current employer is Santander Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/25/2024 - Present
Santander Securities LLC (Coconut Grove FL)
FL
06/15/2023 - 12/15/2023
FORESIDE FUND SERVICES, LLC (Miami FL)
FL
07/16/2019 - 04/14/2023
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
11/26/2009 - 08/23/2010
STANCHART SECURITIES INTERNATIONAL, INC. (MIAMI FL)
BOTH
Issued 06/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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