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Fernando Alberto Herrera

Santander Securities LLC

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About Fernando Alberto Herrera

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.

Firm Information

Fernando Herrera is currently registered with Santander Securities LLC. Santander Securities LLC is a Limited Liability Company headquartered in Boston, MA. Founded in 2023, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisers. Santander Securities LLC manages approximately $2,130,323,875 in regulatory assets under management for 9,813 clients. They are registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
Santander Securities LLC

75 STATE STREET

BOSTON, MA 02109

$2.13B

Assets Under Management

Not reported

Total Clients

365

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Fernando Herrera’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fernando Alberto Herrera.
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