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HS

Hector J. Sanchez

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CRD#: 7181361
HS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hector Julio Sanchez was a registered financial professional .

Hector is a previously registered financial professional and started their career in finance in 2020. Hector had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
US CUSTOMS AND BORDER PROTECTION/ DHS POSITION: Officer NATURE: Law Enforcement/First responder INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/20/2007 ADDRESS: 22 Washington Ave., South Amboy NJ 08879, United States DESCRIPTION: Enforcing US customs and Immigration laws.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 19, 2022 - December 31, 2024

WINFALL FINANCIAL

RIA
CRD#: 316784
SOUTH AMBOY, NJ
Past

July 1, 2020 - July 23, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Manalapan, NJ
Past

May 16, 2020 - July 23, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Manalapan, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/29/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/16/2020
General Securities Representative Examination
General Industry/Product Exam

Current Firm


WF
WINFALL FINANCIAL
WINFALL | WINFALL, LLC | WINFALL FINANCIAL

CRD#: 316784 / SEC#:

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Contact information


Main Address
1 Vandelft Dr Unit 20, South Amboy, NJ 08879
Mailing Address
Po Box 144, South Amboy, NJ 08879
Phone number
(973) 573-7171
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WINFALL FINANCIAL

CRD#: 316784

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