Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Angel Hernandez is a registered investment advisor representative with Coppell Advisory Solutions LLC. Miguel is currently registered to provide investment advice in California, Louisiana and Texas. Miguel has been working in the financial services industry since 2004. Prior to joining Coppell Advisory Solutions LLC, Miguel worked for Foresters Equity Services, Inc., Vanguard Capital, and World Group Securities, Inc. Miguel holds the Series 6, Series 63, Series 65 and Series 26 licenses. Miguel's practice specializes in providing financial planning and investment management services to individuals, businesses, and high-net-worth individuals.
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.
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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CA
09/08/2022 - Present
Coppell Advisory Solutions LLC (South Pasadena CA)
CA
04/07/2014 - 11/22/2016
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
01/17/2013 - 12/31/2013
VANGUARD CAPITAL (COVINA CA)
CA
02/25/2005 - 03/23/2011
WORLD GROUP SECURITIES, INC. (CHINO HILLS CA)
IA
Issued 01/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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