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Michael Oddie Hernandez

Charles Schwab & CO., Inc.

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About Michael Oddie Hernandez

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.

Firm Information

Michael Hernandez is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Michael Hernandez’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Oddie Hernandez.
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