Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Christian Hernandez is a financial advisor with Raymond James & Associates, Inc. in WEST CONSHOHOCKEN, PA. Timothy Hernandez has been a registered representative for over 4 years and has experience in the financial industry since 2014. Timothy Hernandez offers a wide range of financial services, including financial planning, portfolio management, and pension consulting. Timothy Hernandez has worked with clients of all types, including individuals, corporations, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
12/18/2023 - Present
Raymond James & Associates, Inc. (WEST CONSHOHOCKEN PA)
PA
08/16/2022 - 11/21/2023
WELLS FARGO CLEARING SERVICES, LLC (MEDIA PA)
PA
02/24/2022 - 07/17/2022
J.P. MORGAN SECURITIES LLC (Philadelphia PA)
PA
11/24/2020 - 01/05/2021
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
06/18/2019 - 11/05/2020
WELLS FARGO CLEARING SERVICES, LLC (YARDLEY PA)
BOTH
Issued 08/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Hernandez is the right advisor for you? Invested Better is here to help.
