Unclaimed
Henry Matthew Hernandez is a financial advisor with over 20 years of experience in the industry. Henry is registered with the Securities and Exchange Commission (SEC) and is a licensed investment advisor representative. Henry is currently affiliated with Private Advisor Group, LLC, and has been with the firm since 2019. Before joining Private Advisor Group, LLC, Henry was affiliated with LPL Financial LLC and Gimbal Financial LLC. Henry has a Series 7 and 63 license as well as a Series 65 license. Henry specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Henry is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
10/03/2019 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
IA
Issued 10/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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