Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilia? Claim Your ProfileLilia Hernandez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lilia has been in the financial services industry since October 2018, working with clients in New York, California, New Mexico and Texas. Lilia's primary registration is with Merrill Lynch, Pierce, Fenner & Smith Inc., but she is also registered with other broker-dealers and as an investment advisor. She holds Series 6, 7, 63, and 66 licenses. Lilia has experience working with individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. She is also able to provide investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
05/15/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CA
10/04/2018 - 04/20/2021
J.P. MORGAN SECURITIES LLC (HUNTINGTON BEACH CA)
BOTH
Issued 03/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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