Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelo? Claim Your ProfileMarcelo C Hernandez is a registered representative with Edward Jones. Marcelo has been in the financial industry since 2005, and has held licenses in both Florida and Georgia. Marcelo previously worked with Thrivent Investment Management, UVEST Financial Services Group, and Merrill Lynch. Marcelo holds Series 7, 7TO, SIE, 63, 65, and 66 securities licenses. Marcelo is an experienced financial advisor with a proven track record of success. Marcelo is committed to providing clients with personalized financial advice and guidance.
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.
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.
See schedule d - miscellaneous
1
2
GA
02/19/2024 - Present
Edward Jones (ATLANTA GA)
GA
06/30/2023 - 02/12/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Alpharetta GA)
FL
04/30/2007 - 08/22/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CORAL GABLE FL)
FL
07/08/2005 - 01/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
BC
Issued 07/03/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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