Unclaimed
Julio Hernandez is a financial advisor with PFS Investments Inc. Julio has been in the industry since April 20, 2011, and holds the Series 6, SIE, and Series 63 licenses. Julio specializes in investment company products and variable contracts. Julio is registered with the state of California.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
04/21/2011 - Present
PFS Investments Inc. (SANTA CLARA CA)
BC
Issued 07/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julio Hernandez is the right advisor for you? Invested Better is here to help.