Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Hernandez is a financial advisor who has been working in the industry since 2004. She is currently registered with Osaic Institutions, Inc. and has previous experience with Wells Fargo Clearing Services, LLC, VALIC Financial Advisors, Inc., Citigroup Global Markets Inc., and CitiCorp Investment Services. Jessica Hernandez has a wide range of experience and expertise, including financial planning, pension consulting, and educational seminars. She also provides portfolio management services for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
FL
07/13/2017 - Present
Osaic Institutions, Inc. (MIAMI FL)
FL
07/25/2012 - 06/22/2017
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
12/13/2011 - 06/28/2012
VALIC FINANCIAL ADVISORS, INC. (MIAMI LAKES FL)
FL
05/29/2007 - 12/21/2011
CITIGROUP GLOBAL MARKETS INC. (CORAL GABLES FL)
FL
02/17/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (PEMBROKE PINES FL)
MN
08/28/2003 - 03/05/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/28/2003 - 03/05/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Hernandez is the right advisor for you? Invested Better is here to help.
