Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Hernandez is a financial advisor in Bee Cave, TX. Marcus has been in the industry since 2020. Marcus is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been registered with this firm since September 2024. Previously Marcus was registered with J.P. MORGAN SECURITIES LLC and CHARLES SCHWAB & CO., INC. Marcus has passed the Series 63, Series 66, Series 7TO and SIE exams. Marcus has experience working with corporations or other businesses, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
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
TX
10/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
03/08/2022 - 08/21/2022
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
TX
04/02/2021 - 11/15/2021
CHARLES SCHWAB & CO., INC. (Austin TX)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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