Marc Hernandez
Professional Summary
Marc Hernandez is a registered financial advisor currently at VALMARK SECURITIES, INC. located in Orlando, Florida. Marc is registered as a RR (Registered Representative) and started their career in finance in 2025. Marc has worked at 1 firm and has passed the Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
KJH FINANCIAL SERVICES
THIRD LINE FINANCIAL PLANNING
OSAIC WEALTH, INC.
SLATEN WEALTH MANAGEMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
KJH FINANCIAL SERVICES
THIRD LINE FINANCIAL PLANNING
OSAIC WEALTH, INC.
SLATEN WEALTH MANAGEMENT
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
KJH FINANCIAL SERVICES
THIRD LINE FINANCIAL PLANNING
OSAIC WEALTH, INC.
SLATEN WEALTH MANAGEMENT
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
KJH FINANCIAL SERVICES
THIRD LINE FINANCIAL PLANNING
OSAIC WEALTH, INC.
SLATEN WEALTH MANAGEMENT
Years of Experience
1 years in the financial services industry
Current & Past Employments
Similar Advisors
KJH FINANCIAL SERVICES
THIRD LINE FINANCIAL PLANNING
OSAIC WEALTH, INC.
SLATEN WEALTH MANAGEMENT
Current Firm
VALMARK SECURITIES, INC.
Contact Information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431Phone Number
(800) 765-5201Established
Ohio since 12/08/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
4Similar Advisors
KJH FINANCIAL SERVICES
THIRD LINE FINANCIAL PLANNING
OSAIC WEALTH, INC.
SLATEN WEALTH MANAGEMENT
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.
The advisor shows no other business activity.
Similar Advisors
KJH FINANCIAL SERVICES
THIRD LINE FINANCIAL PLANNING
OSAIC WEALTH, INC.
SLATEN WEALTH MANAGEMENT
State Registrations and Notice Filings
(3/17/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2025About the Series 6TO examSRO Registrations
Similar Advisors
KJH FINANCIAL SERVICES
THIRD LINE FINANCIAL PLANNING
OSAIC WEALTH, INC.
SLATEN WEALTH MANAGEMENT
CRS (Client Relationship Summary) - BD
Click below to view Marc Hernandez's CRS (Customer Relationship Summary).
Similar Advisors
KJH FINANCIAL SERVICES
THIRD LINE FINANCIAL PLANNING
OSAIC WEALTH, INC.
SLATEN WEALTH MANAGEMENT
