Unclaimed
Jesus Manuel Hernandez is a financial advisor with over 10 years of experience in the financial services industry. Jesus is registered with LPL Financial LLC, and has been with the firm since December 2021. Prior to joining LPL Financial LLC, Jesus worked at Fidelity Investments, TD Ameritrade, Inc., and Wells Fargo Clearing Services, LLC. Jesus is licensed to provide financial advice in all 50 states and has a broad range of experience in investment management, financial planning, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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
SC
01/06/2022 - Present
LPL Financial LLC (FORT MILL SC)
KS
12/08/2020 - 05/07/2021
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
KS
08/09/2018 - 04/28/2020
TD AMERITRADE, INC. (WICHITA KS)
KS
04/30/2010 - 07/30/2018
WELLS FARGO CLEARING SERVICES, LLC (WICHITA KS)
BOTH
Issued 08/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/06/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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