Unclaimed
Joel Hernandez is a financial advisor with over 20 years of experience in the industry. Joel has worked with Voya Financial Advisors, Inc. since 2014, but previously worked with ING Financial Advisers, LLC, American General Securities Incorporated, VALIC Financial Advisors, Inc., and The Variable Annuity Marketing Company. Joel's expertise includes financial planning, educational seminars, and selection of other advisors. Joel holds a Series 6, 7, 24, 26, 63, and 66 license and is registered in New Mexico and Texas.
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.
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
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (EL PASO TX)
TX
09/18/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (EL PASO TX)
TX
08/25/2005 - 09/11/2008
AMERICAN GENERAL SECURITIES INCORPORATED (EL PASO TX)
TX
03/12/1999 - 08/04/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/12/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 06/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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