Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Daniel Hernandez estrada is a financial advisor currently registered with THE Ayco Company, LP and has been in the industry since October 27, 2019. Oliver has a Series 65 license and is registered as an Investment Advisor Representative in California. Oliver also holds a Series 7TO and SIE license, both of which are required to be a registered representative with FINRA. Oliver is a financial advisor who specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Oliver is a member of FINRA and is also registered as an Investment Advisor Representative in New York. Oliver has prior experience with Mercer Allied Company, L.P.
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.
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.
1
2
CA
10/28/2019 - Present
THE Ayco Company, LP (Newport Beach CA)
CA
06/18/2020 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Oliver Hernandez estrada is the right advisor for you? Invested Better is here to help.
