Unclaimed
Michael Oddie Hernandez is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with Charles Schwab & CO., Inc. and is licensed to provide investment advice in all 50 states. Michael is also a Series 7, Series 63, Series 55, and SIE licensed representative. Previously, Michael worked as a financial advisor with CRAIG-HALLUM CAPITAL GROUP LLC, U.S. BANCORP PIPER JAFFRAY INC., and DAIN RAUSCHER INCORPORATED. Michael is passionate about helping clients achieve their financial goals and is committed to providing personalized advice and service.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/28/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MN
08/29/2003 - 02/17/2017
CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)
MN
03/13/2001 - 11/18/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
03/02/1998 - 01/17/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
09/30/1996 - 03/02/1998
DAIN RAUSCHER INCORPORATED
BC
Issued 11/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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