Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Efrain Hernandez is a financial advisor with over 49 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has previously worked at SAGEPOINT FINANCIAL, INC., WALL STREET FINANCIAL GROUP, INC., LINSCO/PRIVATE LEDGER CORP., FRANKLIN FINANCIAL SERVICES CORPORATION, and METROPOLITAN LIFE INSURANCE COMPANY. John is licensed to provide investment advice in several states, including New Jersey, New York, and Puerto Rico. John holds Series 7, Series 63, Series 65 and SIE licenses and has passed the Registered Representative Examination. John is also a licensed life and health insurance agent.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/01/2023 - Present
Osaic Wealth, Inc. (MASSAPEQUA NY)
NY
10/31/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MASSAPEQUA NY)
NY
03/16/2001 - 10/31/2013
WALL STREET FINANCIAL GROUP, INC. (N MASSAPEQUA NY)
SC
06/02/1995 - 03/19/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
10/23/1987 - 06/05/1995
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
03/04/1974 - 07/08/1987
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 07/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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