Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lara? Claim Your ProfileLara Stephanie Hernandez is a financial advisor who has been in the industry since 2002. Currently, Lara is registered with Innovation Partners LLC in East Lansing, MI. Previously, Lara was with MERCAP SECURITIES, LLC in Atlanta, GA, SECURITIES AMERICA, INC. in East Lansing, MI and ROYAL ALLIANCE ASSOCIATES, INC. in East Lansing, MI. Lara holds Series 63, SIE, and Series 7 licenses and is licensed to sell securities in Michigan. Lara is an expert in helping clients with consulting services to qualified retirement plans, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
MI
11/01/2020 - Present
Innovation Partners LLC (East Lansing MI)
GA
04/08/2019 - 11/02/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
MI
05/03/2017 - 06/02/2017
SECURITIES AMERICA, INC. (East Lansing MI)
MI
11/21/2000 - 05/08/2017
ROYAL ALLIANCE ASSOCIATES, INC. (EAST LANSING MI)
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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