Luz Hernandez Fortis
CRD Number: 7440566Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Luz Hernandez Fortis (CRD# 7440566) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kissimmee, FL and has over 2 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 5855622
Financial Harvest Wealth Advisors
CRD# 1009942
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando, FL | Aug 2021 - Current | 2 |
| Bank Of America | Orlando, FL | Nov 2017 - Aug 2021 | 3 |
| University Of Central Florida | Orlando, FL | May 2020 - May 2021 | 1 |
| Bbva Compass | Gainesville, FL | Mar 2017 - Nov 2017 | < 1 |
| University Of Florida | Gainesville, FL | Jun 2013 - Aug 2017 | 4 |
| University Of Florida | Gainesville, FL | Aug 2014 - Dec 2016 | 2 |
| Victorias Secret | Gainesville, FL | Jun 2014 - Aug 2014 | < 1 |
| Santa Fe College | Gainesville, FL | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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