Stephen D. Hernandez Email & Phone Number
Wealth Manager @ LPL Financial
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Stephen D. Hernandez Location
- Katy, TX, US
Stephen D. Hernandez Work
- Wealth Manager @ (October 2024 - Present)
- Financial Advisor @ (July 2016 - October 2024)
- Associate Regional Director @ (April 2015 - December 2015)
- Senior Internal Sales Consultant @ (March 2012 - April 2015)
- Internal Sales Associate @ (September 2010 - March 2012)
- Chairman's Council Consultant @ (June 2010 - September 2010)
- Chairman's Council Consultant @ Morgan Stanley - Van Kampen Investments (May 2008 - June 2010)
- Client Service Representative @ Morgan Stanley - Van Kampen Investments (October 2007 - May 2008)
Stephen D. Hernandez Education
- University of Louisiana at Lafayette
Business (Finance and Marketing)
2003-2007 - Tennessee Wesleyan University
Bachelor of Business Administration (BBA) (Finance and Marketing)
2002-2002
Stephen D. Hernandez Skills
- Mutual Funds
- Finance
- Investments
- Sales
- Series 7
- Leadership
- Series 63
- Asset Management
- Retirement
- 401k
- Strategic Planning
- College Education Planning
- Business Planning
- Analytical Skills
- Due Diligence
- Risk Management
- Strategic Partnerships
Stephen D. Hernandez Summary
- Stephen D. Hernandez, based in Katy, TX, US, is currently a Wealth Manager at LPL Financial. Stephen D. Hernandez brings experience from previous roles at Ameriprise Financial Services, LLC, Hines Securities, Inc. and Hines. Stephen D. Hernandez holds a 2003 - 2007 Business in Finance and Marketing @ University of Louisiana at Lafayette. With a robust skill set that includes Mutual Funds, Finance, Investments, Sales, Series 7 and more. Stephen D. Hernandez has 2 emails and 1 mobile phone numbers on RocketReach.
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