Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Hernandez is a registered representative with Truist Advisory Services, Inc. in Orlando, Florida. Nicolas has been in the securities industry since 2016 and is also registered as an investment advisor representative. Nicolas has passed several industry exams, including the Series 7, Series 9, Series 10, Series 24, and the SIE exam. Nicolas has experience with Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, and is a current representative of Truist Advisory Services, Inc.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
08/31/2024 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
05/10/2022 - 08/22/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
11/08/2016 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT CLOUD FL)
BOTH
Issued 05/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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