Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Raymond Hernandez is an investment advisor representative for Eaton Vance Management. Joseph has been in the industry for 29 years and has licenses in 23 states. Joseph has a Series 7, 6, 63, 65, 79 and Series 24 licenses. Joseph was previously registered with Franklin/Templeton Distributors, Inc., Goldman, Sachs & Co., Locust Street Securities, Inc., John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
09/19/2008 - Present
Eaton Vance Management (BOSTON MA)
CA
06/22/2000 - 11/01/2004
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NY
08/13/1998 - 02/29/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
02/28/1997 - 07/20/1998
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
01/22/1996 - 01/14/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
11/11/1992 - 01/12/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/11/1992 - 01/12/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
VT
11/21/1994 - 01/17/1995
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 02/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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