Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Hernandez is an investment advisor representative with Insight Securities, Inc., registered in California, Florida, Illinois and Texas. Roberto Hernandez is a registered investment advisor with the firm since 2014. Roberto Hernandez has a broad range of experience in the financial services industry, including providing investment advisory services to individuals, businesses, and corporations. He is also a licensed real estate agent with Home Pros Real Estate Group 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
03/17/2016 - Present
Insight Securities, Inc. (El Paso TX)
CA
01/03/2011 - 08/05/2014
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
06/15/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
CA
05/29/2006 - 10/09/2009
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
NY
02/27/2004 - 09/21/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
GA
11/13/2003 - 12/19/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 06/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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