Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Luis Hernandez is a financial advisor who is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Nelson has been in the industry since April 2017 and has experience working for firms such as Fieldpoint Private Securities, LLC, BNY MELLON SECURITIES CORPORATION, and Wunderlich Securities, Inc. Nelson is licensed in several states including Florida, New York, Utah and Wyoming. Nelson specializes in providing investment advice for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. He works with clients to help them meet their financial goals through a variety of services, including investment management, financial planning, and wealth management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/06/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
NY
05/13/2021 - 05/02/2022
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
FL
07/29/2019 - 04/27/2021
BNY MELLON SECURITIES CORPORATION (MIAMI FL)
FL
04/24/2017 - 08/09/2017
WUNDERLICH SECURITIES, INC. (Coral Gables FL)
BOTH
Issued 05/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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