Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ignacio? Claim Your ProfileIgnacio Alfredo Herrero is a financial advisor at Wells Fargo Clearing Services, LLC, with over 20 years of experience in the industry. Ignacio has a strong track record of success in providing financial advice to individuals, families, and businesses. Ignacio specializes in portfolio management, financial planning, and investment consulting. Ignacio is also a Certified Financial Planner. Ignacio is dedicated to helping clients achieve their financial goals. Ignacio is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Ignacio is also registered with the state of Florida as an investment advisor. Ignacio's commitment to excellence has earned Ignacio a reputation for providing sound financial advice and personalized service.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
10/02/2023 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
FL
10/01/2012 - 03/17/2020
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
04/07/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI BEACH FL)
FL
03/04/2008 - 03/15/2010
LPL FINANCIAL CORPORATION (MIAMI FL)
FL
05/10/2007 - 03/04/2008
IFMG SECURITIES, INC. (CORAL GABLES FL)
FL
08/08/2006 - 05/10/2007
UVEST FINANCIAL SERVICES GROUP, INC. (BOCA RATON FL)
FL
08/10/2005 - 08/03/2006
VISION INVESTMENT SERVICES, INC. (MIAMI FL)
FL
07/15/2005 - 08/03/2006
NORTHERN TRUST SECURITIES, INC. (MIAMI FL)
TN
08/05/2004 - 07/07/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
12/14/2000 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BC
Issued 01/24/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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