Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben M. Hernandez is a financial advisor with over 10 years of experience in the industry. Ruben is currently registered with Global Retirement Partners LLC in San Rafael, CA. Ruben has previously held positions with Voya Financial Advisors, Inc. and John Hancock Distributors LLC. Ruben is also an Independent Insurance Agent and manages rental properties in addition to his role as a financial advisor. Ruben is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Ruben holds both Series 63 and Series 65 licenses. Ruben specializes in providing financial planning and investment advice to individuals, corporations, and retirement plans.
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.
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.
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CA
08/11/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
12/22/2015 - 05/23/2016
VOYA FINANCIAL ADVISORS, INC. (Salinas CA)
MA
12/22/2008 - 01/20/2014
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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