Marcus Hernandez, financial advisor Poland OH

Marcus Hernandez

CRD Number: 4902687
Current Firm: Kestra Advisory Services, LLC

Marcus Hernandez (CRD# 4902687) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Poland, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services, LLC Warren, OH Feb 2019 - Current 5
Kestra Investment Services, LLC Warren, OH Feb 2019 - Current 5
Unemployed Poland, OH Jan 2019 - Feb 2019 < 1
Bank Of America,n.a. Hermitage, PA Jun 2011 - Jan 2019 7
Merrill Lynch, Pierce, Fenner &amp;smith, Inc. Canfield, OH Dec 2010 - Jan 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S65 NASAA Investment Advisors Law Examination Oct 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Marcus J. Hernandez
Phone Number: 8445537872
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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