Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus John Hernandez is an investment advisor representative with Kestra Advisory Services, LLC. Marcus has been in the financial services industry since 2005. Marcus is licensed to provide investment advisory services in Ohio and Texas and offers financial planning and investment advisory services. Marcus is also registered as a Registered Representative of Kestra Investment Services, LLC.
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.
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2
OH
10/06/2023 - Present
Kestra Advisory Services, LLC (Poland OH)
PA
01/06/2011 - 02/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HERMITAGE PA)
OH
03/10/2010 - 12/10/2010
EVOLVE SECURITIES, INC. (YOUNGSTOWN OH)
OH
03/11/2009 - 12/21/2009
FIRST MIDWEST SECURITIES, INC. (YOUNGSTOWN OH)
OH
04/21/2005 - 02/26/2009
WORLD GROUP SECURITIES, INC. (YOUNGSTOWN OH)
IA
Issued 10/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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