Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renata? Claim Your ProfileRenata Hernandez is an investment advisor representative with Morgan Stanley. Renata has been in the industry since 2003 and has a broad range of experience. Renata is registered to provide investment advisory services in several states, including Florida, Maryland, and Texas. She is also registered as a broker-dealer with FINRA. Renata is committed to providing clients with personalized financial advice and helping them reach their investment goals.
St. Augustine, FL
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/07/2010 - Present
Wealthpenn.comllc (St. Augustine FL)
MD
12/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
MD
10/13/2005 - 11/24/2008
UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)
MA
09/15/2004 - 10/06/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
10/30/2002 - 05/24/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 12/4/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 5/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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