Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Anthony Hernandez is an Investment Advisor Representative at Simplicity Wealth and has been in the industry for over 20 years. Marco has a strong background in insurance and financial planning, and is dedicated to providing clients with personalized advice and services. Marco has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Marco is a registered Investment Advisor Representative in Texas and holds Series 6, 63 and 65 licenses.
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.
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.
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.
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TX
01/22/2024 - Present
Simplicity Wealth (MCALLEN TX)
TX
01/16/2002 - 01/10/2024
MONEY CONCEPTS CAPITAL CORP (MCALLEN TX)
MA
06/18/1993 - 07/31/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/18/1993 - 07/31/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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