Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Rafael Hernandez is a Registered Investment Advisor with Knights Of Columbus Asset Advisors LLC. He is registered in New York. His practice focuses on providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Francisco Hernandez has been in the financial services industry since 1997. He has experience with a number of financial institutions including, Paine Webber Incorporated, Prudential Securities Incorporated, NYLIFE Securities LLC, MWA Financial Services Inc, The O.N. Equity Sales Company and currently Knights Of Columbus Asset Advisors 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.
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.
Strategic management for diversified investment portfolios.
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.
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NY
02/14/2023 - Present
Knights OF Columbus Asset Advisors LLC (FLORAL PARK NY)
FL
02/07/2017 - 01/02/2018
THE O.N. EQUITY SALES COMPANY (Boca Raton FL)
FL
10/03/2014 - 11/22/2016
MWA FINANCIAL SERVICES INC. (COCONUT CREEK FL)
NY
07/15/2013 - 12/11/2013
NYLIFE SECURITIES LLC (LAKE SUCCESS NY)
NY
10/27/2000 - 03/11/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/06/1997 - 11/06/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/13/1997 - 11/03/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
05/23/1997 - 06/18/1997
WHALE SECURITIES CO., L.P. (NEW YORK NY)
IA
Issued 02/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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