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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neftali? Claim Your ProfileNeftali Hernandez is an investment advisor representative at Edelman Financial Engines. Neftali has over 16 years of experience in the financial services industry. Neftali is registered with the state of Texas as a Registered Investment Advisor (RIA) and in the state of Utah as a Registered Investment Advisor (RIA). Neftali holds the Series 63, Series 66, Series 7, and SIE securities licenses. Neftali specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Neftali previously worked for CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC., WELLS FARGO ADVISORS, LLC, and FIDELITY BROKERAGE 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.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
UT
07/10/2024 - Present
Edelman Financial Engines (BOUNTIFUL UT)
UT
01/26/2022 - 07/05/2024
CHARLES SCHWAB & CO., INC. (Cottonwood Heights UT)
UT
09/20/2016 - 05/19/2024
TD AMERITRADE, INC. (Cottonwood Heights UT)
UT
10/07/2015 - 09/06/2016
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
07/09/2007 - 09/17/2015
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 10/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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