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 an investment advisor representative currently registered with Commonwealth Financial Network. Jessica has been in the financial services industry for over 9 years. Jessica is licensed to provide investment advice and sell securities in Colorado. She is also registered as an investment advisor in Colorado. Jessica has previously held positions with CUSO Financial Services, L.P. and Wells Fargo Advisors, LLC. Jessica holds a Series 6, Series 7, Series 63, and Series 65 license. She also holds the Securities Industry Essentials Examination (SIE). Jessica is a part-time massage therapist in Greeley, Colorado.
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.
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.
1
2
CO
05/01/2023 - Present
Commonwealth Financial Network (Greeley CO)
CO
06/05/2017 - 04/10/2023
CUSO FINANCIAL SERVICES, L.P. (Longmont CO)
CO
09/17/2013 - 12/07/2015
CUSO FINANCIAL SERVICES, L.P. (COLORADO SPRINGS CO)
CO
11/05/2012 - 09/05/2013
WELLS FARGO ADVISORS, LLC (COLORADO SPRINGS CO)
IA
Issued 12/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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